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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 | $241,039 | $162,821+48.0% | $133,978+79.9% | $158,982+51.6% |
| Participation rate | 84.2% | 83.2%+1.0pp | 79.8%+4.4pp | 82.0%+2.2pp |
| Annual return | -2.50% | 41.95%-44.4pp | 45.10%-47.6pp | 302.99%-305.5pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,097 | $5,910-30.7% | $5,047-18.8% | $5,983-31.5% |
| Admin fee / account holder | $953 | $11,742-91.9% | $8,930-89.3% | $11,252-91.5% |