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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 | $10,729 | $110,337-90.3% | $102,383-89.5% | $145,877-92.6% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | -17.71% | 24.83%-42.5pp | 24.94%-42.6pp | 551.28%-569.0pp |
| Employer contribution / active EE | $617 | $4,216-85.4% | $3,870-84.1% | $4,663-86.8% |
| Participant deferral / active EE | $3,145 | $5,621-44.0% | $5,060-37.8% | $6,691-53.0% |
| Admin fee / account holder | $2,594 | $9,750-73.4% | $8,391-69.1% | $13,402-80.6% |