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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 | $59,300 | $83,337-28.8% | $67,834-12.6% | $273,972-78.4% |
| Participation rate | 85.7% | 76.4%+9.3pp | 68.8%+16.9pp | 83.0%+2.7pp |
| Annual return | 2.24% | 259.45%-257.2pp | 138.47%-136.2pp | 41.46%-39.2pp |
| Employer contribution / active EE | $0 | $3,287-100.0% | $2,403-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,163 | $4,088+1.8% | $3,160+31.8% | $5,287-21.3% |
| Admin fee / account holder | $2,440 | $6,752-63.9% | $4,622-47.2% | $10,133-75.9% |