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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 | $134,524 | $72,177+86.4% | $115,037+16.9% | $59,633+125.6% |
| Participation rate | 80.8% | 72.6%+8.2pp | 81.4%-0.6pp | 68.7%+12.1pp |
| Annual return | -3.02% | 12.02%-15.0pp | 26.14%-29.2pp | 2041.40%-2044.4pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $9,743 | $4,783+103.7% | $6,026+61.7% | $3,192+205.3% |
| Admin fee / account holder | $1,945 | $4,927-60.5% | $8,175-76.2% | $4,297-54.7% |