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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 | $128,809 | $176,794-27.1% | $146,647-12.2% | $167,553-23.1% |
| Participation rate | 83.3% | 83.6%-0.3pp | 80.1%+3.3pp | 82.1%+1.2pp |
| Annual return | 3.95% | 24.04%-20.1pp | 22.75%-18.8pp | 478.89%-474.9pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,238 | $6,440-49.7% | $5,506-41.2% | $6,343-48.9% |
| Admin fee / account holder | $28,428 | $13,262+114.4% | $10,281+176.5% | $12,316+130.8% |