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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 | $62,731 | $67,411-6.9% | $91,004-31.1% | $70,126-10.5% |
| Participation rate | 92.5% | 71.4%+21.1pp | 75.6%+16.9pp | 69.5%+23.0pp |
| Annual return | 11.90% | -40.16%+52.1pp | 4.60%+7.3pp | 73.15%-61.3pp |
| Employer contribution / active EE | $57 | $1,786-96.8% | $2,456-97.7% | $2,343-97.6% |
| Participant deferral / active EE | $1,423 | $2,823-49.6% | $3,548-59.9% | $3,332-57.3% |
| Admin fee / account holder | $2,639 | $4,236-37.7% | $5,417-51.3% | $4,645-43.2% |