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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 | $57,538 | $99,345-42.1% | $84,753-32.1% | $273,972-79.0% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | -1.22% | 22.93%-24.1pp | 22.78%-24.0pp | 41.46%-42.7pp |
| Employer contribution / active EE | $214 | $4,214-94.9% | $3,574-94.0% | $4,869-95.6% |
| Participant deferral / active EE | $3,227 | $4,270-24.4% | $3,712-13.1% | $5,287-39.0% |
| Admin fee / account holder | $27,323 | $6,645+311.2% | $5,333+412.3% | $10,133+169.7% |