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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 | $77,083 | $156,398-50.7% | $147,318-47.7% | $138,895-44.5% |
| Participation rate | 84.6% | 83.8%+0.9pp | 82.1%+2.6pp | 79.9%+4.7pp |
| Annual return | 7.73% | 78.75%-71.0pp | 70.43%-62.7pp | 145.39%-137.7pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,872 | $8,237-4.4% | $7,906-0.4% | $6,396+23.1% |
| Admin fee / account holder | $5,583 | $14,976-62.7% | $13,708-59.3% | $12,562-55.6% |