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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 | $56,930 | $117,904-51.7% | $102,457-44.4% | $145,978-61.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 4.87% | 31.80%-26.9pp | 29.41%-24.5pp | 550.52%-545.7pp |
| Employer contribution / active EE | $0 | $3,613-100.0% | $3,022-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $12,630 | $5,733+120.3% | $5,054+149.9% | $6,690+88.8% |
| Admin fee / account holder | $1,442 | $13,329-89.2% | $9,451-84.7% | $13,400-89.2% |