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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 | $33,967 | $153,769-77.9% | $133,975-74.6% | $273,972-87.6% |
| Participation rate | 77.8% | 88.4%-10.6pp | 87.1%-9.3pp | 83.0%-5.2pp |
| Annual return | -4.23% | 36.51%-40.7pp | 29.29%-33.5pp | 41.46%-45.7pp |
| Employer contribution / active EE | $457 | $6,029-92.4% | $5,211-91.2% | $4,869-90.6% |
| Participant deferral / active EE | $3,230 | $6,958-53.6% | $6,282-48.6% | $5,287-38.9% |
| Admin fee / account holder | $1,917 | $11,765-83.7% | $9,324-79.4% | $10,133-81.1% |