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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 | $7,042 | $55,902-87.4% | $76,030-90.7% | $80,959-91.3% |
| Participation rate | 77.3% | 62.1%+15.2pp | 69.1%+8.2pp | 67.7%+9.6pp |
| Annual return | 2.03% | 20.59%-18.6pp | 361.54%-359.5pp | 35.67%-33.6pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,127 | $3,051+2.5% | $4,257-26.5% | $4,300-27.3% |
| Admin fee / account holder | $837 | $5,239-84.0% | $6,421-87.0% | $6,925-87.9% |