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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 | $49,186 | $87,544-43.8% | $75,784-35.1% | $125,388-60.8% |
| Participation rate | 71.4% | 80.2%-8.7pp | 75.8%-4.4pp | 83.2%-11.8pp |
| Annual return | -6.16% | 13.49%-19.6pp | 9.68%-15.8pp | 282.24%-288.4pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,900 | $4,229+39.5% | $3,652+61.6% | $5,352+10.2% |
| Admin fee / account holder | $452 | $6,502-93.0% | $5,300-91.5% | $9,541-95.3% |