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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 | $84,407 | $135,956-37.9% | $123,894-31.9% | $273,972-69.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 1.49% | 56.63%-55.1pp | 47.52%-46.0pp | 41.46%-40.0pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,817 | $6,343-55.6% | $5,984-52.9% | $5,287-46.7% |
| Admin fee / account holder | $1,719 | $9,817-82.5% | $8,357-79.4% | $10,133-83.0% |