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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 | $31,407 | $201,372-84.4% | $184,260-83.0% | $145,884-78.5% |
| Participation rate | 73.9% | 87.5%-13.6pp | 86.8%-12.9pp | 80.3%-6.4pp |
| Annual return | 0.36% | 29.04%-28.7pp | 28.84%-28.5pp | 551.85%-551.5pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $11,292 | $9,808+15.1% | $9,133+23.6% | $6,690+68.8% |
| Admin fee / account holder | $8,236 | $16,362-49.7% | $13,898-40.7% | $13,392-38.5% |