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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 | $195,565 | $99,652+96.2% | $78,778+148.2% | $147,586+32.5% |
| Participation rate | 91.7% | 76.2%+15.4pp | 69.2%+22.5pp | 82.8%+8.8pp |
| Annual return | 5.54% | 47.28%-41.7pp | 35.62%-30.1pp | 578.59%-573.1pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,053 | $3,664-16.7% | $2,958+3.2% | $5,439-43.9% |
| Admin fee / account holder | $2,285 | $7,155-68.1% | $5,134-55.5% | $10,886-79.0% |