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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 | $79,928 | $100,792-20.7% | $86,691-7.8% | $134,509-40.6% |
| Participation rate | 90.9% | 78.9%+12.0pp | 76.6%+14.3pp | 81.2%+9.7pp |
| Annual return | -21.18% | 29.08%-50.3pp | 35.94%-57.1pp | 418.13%-439.3pp |
| Employer contribution / active EE | $442 | $3,491-87.3% | $2,837-84.4% | $4,741-90.7% |
| Participant deferral / active EE | $6,088 | $5,339+14.0% | $4,656+30.8% | $6,400-4.9% |
| Admin fee / account holder | $15,294 | $10,924+40.0% | $7,492+104.1% | $11,427+33.8% |