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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 | $198,625 | $201,370-1.4% | $184,256+7.8% | $145,897+36.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.96% | 29.05%-20.1pp | 28.85%-19.9pp | 552.29%-543.3pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,638 | $9,808-32.3% | $9,133-27.3% | $6,689-0.8% |
| Admin fee / account holder | $543 | $16,364-96.7% | $13,899-96.1% | $13,390-95.9% |