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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 | $16,810 | $97,020-82.7% | $83,322-79.8% | $135,379-87.6% |
| Participation rate | 92.3% | 80.4%+11.9pp | 77.8%+14.6pp | 82.6%+9.7pp |
| Annual return | -9.83% | 12.31%-22.1pp | 10.64%-20.5pp | 519.79%-529.6pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,469 | $5,964-41.8% | $5,565-37.7% | $5,609-38.1% |
| Admin fee / account holder | $705 | $8,426-91.6% | $7,540-90.6% | $10,828-93.5% |