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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 | $160,846 | $201,372-20.1% | $184,260-12.7% | $145,884+10.3% |
| Participation rate | 77.8% | 87.5%-9.7pp | 86.8%-9.0pp | 80.3%-2.5pp |
| Annual return | 8.71% | 29.04%-20.3pp | 28.84%-20.1pp | 551.85%-543.1pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $16,900 | $9,808+72.3% | $9,133+85.0% | $6,690+152.6% |
| Admin fee / account holder | $7,549 | $16,362-53.9% | $13,898-45.7% | $13,392-43.6% |