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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 | $58,320 | $91,198-36.1% | $178,503-67.3% | $79,856-27.0% |
| Participation rate | 97.3% | 69.2%+28.1pp | 81.9%+15.4pp | 69.6%+27.7pp |
| Annual return | 9.16% | 24.20%-15.0pp | 151.12%-142.0pp | 31.71%-22.5pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $12,964 | $3,237+300.5% | $5,202+149.2% | $3,741+246.6% |
| Admin fee / account holder | $15,601 | $6,748+131.2% | $13,987+11.5% | $5,306+194.0% |