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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 | $25,557 | $78,690-67.5% | $161,489-84.2% | $87,485-70.8% |
| Participation rate | 81.6% | 67.5%+14.1pp | 78.7%+2.9pp | 68.9%+12.6pp |
| Annual return | 10.82% | 32.74%-21.9pp | 89.72%-78.9pp | 26.06%-15.2pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,944 | $3,311+79.5% | $5,630+5.6% | $4,274+39.1% |
| Admin fee / account holder | $2,849 | $6,724-57.6% | $16,006-82.2% | $7,775-63.4% |