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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 | $57,925 | $127,387-54.5% | $115,038-49.6% | $125,389-53.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -10.18% | 31.28%-41.5pp | 26.14%-36.3pp | 282.24%-292.4pp |
| Employer contribution / active EE | $707 | $5,166-86.3% | $4,608-84.7% | $4,866-85.5% |
| Participant deferral / active EE | $7,374 | $6,423+14.8% | $6,026+22.4% | $5,352+37.8% |
| Admin fee / account holder | $2,714 | $9,516-71.5% | $8,175-66.8% | $9,541-71.5% |