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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 | $87,065 | $156,398-44.3% | $147,318-40.9% | $138,895-37.3% |
| Participation rate | 70.6% | 83.8%-13.2pp | 82.1%-11.5pp | 79.9%-9.3pp |
| Annual return | 11.44% | 78.75%-67.3pp | 70.43%-59.0pp | 145.39%-134.0pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,063 | $8,237-26.4% | $7,906-23.3% | $6,396-5.2% |
| Admin fee / account holder | $3,242 | $14,976-78.4% | $13,708-76.3% | $12,562-74.2% |