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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 | $124,495 | $167,353-25.6% | $143,797-13.4% | $134,545-7.5% |
| Participation rate | 89.5% | 84.8%+4.7pp | 80.3%+9.2pp | 81.2%+8.2pp |
| Annual return | -23.06% | 0.48%-23.5pp | -0.04%-23.0pp | 418.37%-441.4pp |
| Employer contribution / active EE | $925 | $5,620-83.5% | $4,952-81.3% | $4,742-80.5% |
| Participant deferral / active EE | $10,524 | $6,447+63.2% | $5,638+86.6% | $6,401+64.4% |
| Admin fee / account holder | $697 | $18,096-96.1% | $14,679-95.2% | $11,431-93.9% |