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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 | $42,464 | $91,198-53.4% | $178,503-76.2% | $79,856-46.8% |
| Participation rate | 88.9% | 69.2%+19.7pp | 81.9%+7.0pp | 69.6%+19.2pp |
| Annual return | 9.79% | 24.20%-14.4pp | 151.12%-141.3pp | 31.71%-21.9pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,773 | $3,237+47.5% | $5,202-8.3% | $3,741+27.6% |
| Admin fee / account holder | $2,885 | $6,748-57.2% | $13,987-79.4% | $5,306-45.6% |