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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 | $72,903 | $83,908-13.1% | $68,509+6.4% | $125,389-41.9% |
| Participation rate | 87.5% | 78.2%+9.3pp | 74.7%+12.8pp | 83.2%+4.3pp |
| Annual return | -4.72% | 14.48%-19.2pp | 8.27%-13.0pp | 282.24%-287.0pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $2,278-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,536 | $4,125-62.8% | $3,382-54.6% | $5,352-71.3% |
| Admin fee / account holder | $6,854 | $8,982-23.7% | $5,275+29.9% | $9,541-28.2% |