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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 | $41,642 | $61,391-32.2% | $149,723-72.2% | $71,529-41.8% |
| Participation rate | 87.0% | 62.5%+24.5pp | 78.8%+8.2pp | 67.9%+19.1pp |
| Annual return | 1.94% | 35.88%-33.9pp | 134.50%-132.6pp | 28.97%-27.0pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $4,821-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $2,480 | $2,921-15.1% | $5,682-56.4% | $4,291-42.2% |
| Admin fee / account holder | $1,033 | $1,264-18.3% | $13,215-92.2% | $1,588-34.9% |