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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 | $46,400 | $105,861-56.2% | $90,756-48.9% | $134,509-65.5% |
| Participation rate | 87.5% | 78.2%+9.3pp | 75.7%+11.8pp | 81.2%+6.3pp |
| Annual return | -21.60% | -10.99%-10.6pp | -12.16%-9.4pp | 418.13%-439.7pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,607 | $5,217+7.5% | $4,565+22.8% | $6,400-12.4% |
| Admin fee / account holder | $1,839 | $13,938-86.8% | $8,445-78.2% | $11,427-83.9% |