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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 | $29,130 | $69,518-58.1% | $59,887-51.4% | $135,379-78.5% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.7%+5.3pp | 82.6%-2.6pp |
| Annual return | -9.32% | 7.95%-17.3pp | 3.46%-12.8pp | 519.79%-529.1pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,224 | $4,204+48.0% | $3,402+83.0% | $5,609+11.0% |
| Admin fee / account holder | $5,524 | $5,734-3.7% | $3,591+53.8% | $10,828-49.0% |