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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 | $56,826 | $167,362-66.0% | $143,799-60.5% | $134,532-57.8% |
| Participation rate | 76.5% | 84.8%-8.3pp | 80.3%-3.8pp | 81.2%-4.8pp |
| Annual return | -21.58% | 0.47%-22.1pp | -0.04%-21.5pp | 418.27%-439.8pp |
| Employer contribution / active EE | $947 | $5,620-83.2% | $4,952-80.9% | $4,741-80.0% |
| Participant deferral / active EE | $4,224 | $6,447-34.5% | $5,638-25.1% | $6,401-34.0% |
| Admin fee / account holder | $997 | $18,094-94.5% | $14,677-93.2% | $11,429-91.3% |