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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 | $126,212 | $167,504-24.7% | $151,628-16.8% | $134,509-6.2% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -28.44% | 7.81%-36.3pp | 3.34%-31.8pp | 418.13%-446.6pp |
| Employer contribution / active EE | $629 | $6,828-90.8% | $6,165-89.8% | $4,741-86.7% |
| Participant deferral / active EE | $3,904 | $8,985-56.6% | $8,363-53.3% | $6,400-39.0% |
| Admin fee / account holder | $8,788 | $13,779-36.2% | $11,613-24.3% | $11,427-23.1% |