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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 | $158,001 | $100,805+56.7% | $86,698+82.2% | $134,532+17.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -31.48% | 29.09%-60.6pp | 35.95%-67.4pp | 418.27%-449.7pp |
| Employer contribution / active EE | $597 | $3,490-82.9% | $2,837-79.0% | $4,741-87.4% |
| Participant deferral / active EE | $5,964 | $5,339+11.7% | $4,656+28.1% | $6,401-6.8% |
| Admin fee / account holder | $16,263 | $10,925+48.9% | $7,493+117.0% | $11,429+42.3% |