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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 | $88,866 | $129,737-31.5% | $119,126-25.4% | $154,746-42.6% |
| Participation rate | 71.4% | 78.9%-7.4pp | 75.8%-4.3pp | 80.7%-9.3pp |
| Annual return | -1.30% | 379.08%-380.4pp | 282.11%-283.4pp | 172.34%-173.6pp |
| Employer contribution / active EE | $583 | $4,375-86.7% | $4,034-85.5% | $4,379-86.7% |
| Participant deferral / active EE | $7,211 | $5,842+23.4% | $5,318+35.6% | $6,730+7.1% |
| Admin fee / account holder | $1,035 | $11,961-91.3% | $10,693-90.3% | $14,365-92.8% |