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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 | $41,307 | $124,980-66.9% | $108,359-61.9% | $154,746-73.3% |
| Participation rate | 85.7% | 75.2%+10.5pp | 70.1%+15.6pp | 80.7%+5.0pp |
| Annual return | 2.27% | 45.00%-42.7pp | 36.89%-34.6pp | 172.34%-170.1pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,698 | $4,743+62.3% | $4,137+86.1% | $6,730+14.4% |
| Admin fee / account holder | $755 | $11,502-93.4% | $9,741-92.2% | $14,365-94.7% |