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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 | $34,208 | $65,453-47.7% | $86,698-60.5% | $66,938-48.9% |
| Participation rate | 87.2% | 75.5%+11.7pp | 76.6%+10.6pp | 69.8%+17.4pp |
| Annual return | -19.11% | -10.89%-8.2pp | 35.95%-55.1pp | 1.58%-20.7pp |
| Employer contribution / active EE | $0 | $2,154-100.0% | $2,837-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,978 | $4,102-27.4% | $4,656-36.1% | $4,238-29.7% |
| Admin fee / account holder | $1,529 | $642+138.2% | $7,493-79.6% | $594+157.6% |