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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 | $57,665 | $50,958+13.2% | $74,552-22.7% | $64,181-10.2% |
| Participation rate | 74.1% | 61.1%+13.0pp | 69.1%+4.9pp | 69.6%+4.5pp |
| Annual return | -8.45% | -1.86%-6.6pp | 32.53%-41.0pp | 7.63%-16.1pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,189 | $2,301-48.3% | $3,108-61.7% | $3,470-65.7% |
| Admin fee / account holder | $9,105 | $4,223+115.6% | $5,060+80.0% | $4,887+86.3% |