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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 | $77,941 | $78,520-0.7% | $96,576-19.3% | $82,448-5.5% |
| Participation rate | 83.0% | 77.7%+5.2pp | 81.4%+1.5pp | 68.1%+14.9pp |
| Annual return | 12.61% | 41.30%-28.7pp | 38.47%-25.9pp | 41.64%-29.0pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,484 | $6,754-33.6% | $7,956-43.6% | $4,139+8.3% |
| Admin fee / account holder | $18,770 | $13,455+39.5% | $11,381+64.9% | $7,234+159.5% |