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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 | $29,141 | $87,733-66.8% | $106,555-72.7% | $85,847-66.1% |
| Participation rate | 90.9% | 71.9%+19.0pp | 76.1%+14.8pp | 69.3%+21.6pp |
| Annual return | 10.45% | 21.86%-11.4pp | 26.80%-16.4pp | 318.61%-308.2pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,541 | $3,469-26.8% | $4,399-42.2% | $3,952-35.7% |
| Admin fee / account holder | $1,234 | $6,767-81.8% | $7,408-83.3% | $6,261-80.3% |