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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 | $123,796 | $82,674+49.7% | $125,363-1.3% | $68,495+80.7% |
| Participation rate | 75.0% | 75.0%0pp | 82.4%-7.4pp | 67.9%+7.1pp |
| Annual return | -19.49% | -5.97%-13.5pp | 572.15%-591.6pp | -7.84%-11.6pp |
| Employer contribution / active EE | $674 | $3,382-80.1% | $4,815-86.0% | $2,596-74.0% |
| Participant deferral / active EE | $3,103 | $6,111-49.2% | $7,447-58.3% | $4,028-23.0% |
| Admin fee / account holder | $32,255 | $6,276+413.9% | $10,005+222.4% | $5,403+496.9% |