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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 | $25,564 | $95,415-73.2% | $185,851-86.2% | $85,851-70.2% |
| Participation rate | 95.1% | 68.8%+26.3pp | 81.7%+13.4pp | 69.3%+25.8pp |
| Annual return | 4.01% | 23.59%-19.6pp | 122.11%-118.1pp | 318.63%-314.6pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,817 | $3,424+11.5% | $5,569-31.5% | $3,952-3.4% |
| Admin fee / account holder | $617 | $7,215-91.4% | $16,245-96.2% | $6,261-90.1% |