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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 | $41,106 | $102,938-60.1% | $94,105-56.3% | $138,895-70.4% |
| Participation rate | 72.7% | 74.6%-1.9pp | 71.9%+0.8pp | 79.9%-7.2pp |
| Annual return | 8.42% | 250.28%-241.9pp | 204.55%-196.1pp | 145.39%-137.0pp |
| Employer contribution / active EE | $1 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $717 | $4,196-82.9% | $3,881-81.5% | $6,396-88.8% |
| Admin fee / account holder | $461 | $6,600-93.0% | $6,199-92.6% | $12,562-96.3% |