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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 | $119,733 | $154,228-22.4% | $145,433-17.7% | $137,256-12.8% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 3.41% | 74.59%-71.2pp | 66.58%-63.2pp | 220.34%-216.9pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,697 | $8,216+5.9% | $7,897+10.1% | $6,407+35.8% |
| Admin fee / account holder | $2,839 | $14,344-80.2% | $13,129-78.4% | $12,270-76.9% |