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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,999 | $142,361-31.9% | $119,608-18.9% | $134,509-27.9% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -21.18% | -12.46%-8.7pp | -14.98%-6.2pp | 418.13%-439.3pp |
| Employer contribution / active EE | $535 | $5,224-89.8% | $4,232-87.4% | $4,741-88.7% |
| Participant deferral / active EE | $7,205 | $6,468+11.4% | $5,601+28.6% | $6,400+12.6% |
| Admin fee / account holder | $1,133 | $13,588-91.7% | $10,326-89.0% | $11,427-90.1% |