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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 | $37,758 | $81,870-53.9% | $119,622-68.4% | $68,486-44.9% |
| Participation rate | 85.4% | 71.9%+13.5pp | 79.3%+6.2pp | 67.9%+17.5pp |
| Annual return | -19.44% | -23.82%+4.4pp | -14.98%-4.5pp | -7.85%-11.6pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,100 | $4,148+22.9% | $5,601-8.9% | $4,028+26.6% |
| Admin fee / account holder | $2,106 | $6,583-68.0% | $10,328-79.6% | $5,404-61.0% |