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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 | $100,146 | $108,825-8.0% | $156,181-35.9% | $82,448+21.5% |
| Participation rate | 93.0% | 72.4%+20.7pp | 78.8%+14.2pp | 68.1%+25.0pp |
| Annual return | 12.14% | 20.59%-8.4pp | 64.87%-52.7pp | 41.64%-29.5pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,135 | $4,577+77.7% | $6,132+32.7% | $4,139+96.5% |
| Admin fee / account holder | $2,757 | $9,341-70.5% | $14,586-81.1% | $7,234-61.9% |