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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 | $133,065 | $93,589+42.2% | $135,942-2.1% | $75,181+77.0% |
| Participation rate | 74.1% | 75.2%-1.1pp | 81.9%-7.8pp | 67.2%+6.9pp |
| Annual return | 15.03% | 30.90%-15.9pp | 68.28%-53.2pp | 160.69%-145.7pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $8,886 | $6,405+38.7% | $7,759+14.5% | $4,126+115.4% |
| Admin fee / account holder | $1,484 | $6,977-78.7% | $10,764-86.2% | $5,650-73.7% |