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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 | $218,969 | $185,312+18.2% | $161,489+35.6% | $154,746+41.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 9.30% | 103.84%-94.5pp | 89.72%-80.4pp | 172.34%-163.0pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,121 | $6,350-50.9% | $5,630-44.6% | $6,730-53.6% |
| Admin fee / account holder | $10,663 | $18,654-42.8% | $16,006-33.4% | $14,365-25.8% |