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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 | $67,320 | $84,236-20.1% | $170,435-60.5% | $70,126-4.0% |
| Participation rate | 96.6% | 70.8%+25.7pp | 83.6%+13.0pp | 69.5%+27.0pp |
| Annual return | 8.08% | 23.06%-15.0pp | 205.94%-197.9pp | 73.15%-65.1pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,671 | $3,086-13.4% | $4,939-45.9% | $3,332-19.8% |
| Admin fee / account holder | $2,328 | $5,698-59.1% | $13,881-83.2% | $4,645-49.9% |