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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 | $112,382 | $135,956-17.3% | $123,894-9.3% | $273,972-59.0% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | -20.64% | 56.63%-77.3pp | 47.52%-68.2pp | 41.46%-62.1pp |
| Employer contribution / active EE | $737 | $5,170-85.7% | $4,617-84.0% | $4,869-84.9% |
| Participant deferral / active EE | $24,000 | $6,343+278.4% | $5,984+301.1% | $5,287+353.9% |
| Admin fee / account holder | $22,622 | $9,817+130.4% | $8,357+170.7% | $10,133+123.3% |