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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 | $79,944 | $167,352-52.2% | $143,788-44.4% | $134,509-40.6% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -24.52% | 0.47%-25.0pp | -0.03%-24.5pp | 418.13%-442.7pp |
| Employer contribution / active EE | $860 | $5,620-84.7% | $4,952-82.6% | $4,741-81.9% |
| Participant deferral / active EE | $3,067 | $6,447-52.4% | $5,638-45.6% | $6,400-52.1% |
| Admin fee / account holder | $4,481 | $18,091-75.2% | $14,675-69.5% | $11,427-60.8% |