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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 | $70,969 | $142,392-50.2% | $119,622-40.7% | $134,532-47.2% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.3%+6.5pp | 81.2%+4.5pp |
| Annual return | -22.75% | -12.46%-10.3pp | -14.98%-7.8pp | 418.27%-441.0pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $9,660 | $6,467+49.4% | $5,601+72.5% | $6,401+50.9% |
| Admin fee / account holder | $478 | $13,593-96.5% | $10,328-95.4% | $11,429-95.8% |