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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 | $43,788 | $84,236-48.0% | $170,435-74.3% | $70,126-37.6% |
| Participation rate | 93.9% | 70.8%+23.1pp | 83.6%+10.3pp | 69.5%+24.4pp |
| Annual return | 8.38% | 23.06%-14.7pp | 205.94%-197.6pp | 73.15%-64.8pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,850 | $3,086+24.8% | $4,939-22.1% | $3,332+15.6% |
| Admin fee / account holder | $1,290 | $5,698-77.4% | $13,881-90.7% | $4,645-72.2% |