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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 | $51,815 | $133,981-61.3% | $112,249-53.8% | $134,532-61.5% |
| Participation rate | 77.8% | 78.6%-0.8pp | 75.1%+2.7pp | 81.2%-3.5pp |
| Annual return | -21.55% | 47.16%-68.7pp | 27.48%-49.0pp | 418.27%-439.8pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $10,469 | $5,292+97.8% | $4,729+121.4% | $6,401+63.5% |
| Admin fee / account holder | $382 | $7,492-94.9% | $6,412-94.0% | $11,429-96.7% |