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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 | $94,672 | $110,240-14.1% | $96,544-1.9% | $139,487-32.1% |
| Participation rate | 95.7% | 78.1%+17.5pp | 76.0%+19.7pp | 80.3%+15.3pp |
| Annual return | 2.00% | 26.41%-24.4pp | 25.88%-23.9pp | 373.84%-371.8pp |
| Employer contribution / active EE | $0 | $3,622-100.0% | $2,966-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $11,293 | $5,549+103.5% | $4,851+132.8% | $6,713+68.2% |
| Admin fee / account holder | $611 | $11,602-94.7% | $8,254-92.6% | $11,407-94.6% |