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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 | $57,460 | $124,980-54.0% | $108,359-47.0% | $154,746-62.9% |
| Participation rate | 73.3% | 75.2%-1.8pp | 70.1%+3.2pp | 80.7%-7.4pp |
| Annual return | 7.88% | 45.00%-37.1pp | 36.89%-29.0pp | 172.34%-164.5pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,894 | $4,743+3.2% | $4,137+18.3% | $6,730-27.3% |
| Admin fee / account holder | $24,027 | $11,502+108.9% | $9,741+146.7% | $14,365+67.3% |