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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 | $121,526 | $70,486+72.4% | $100,528+20.9% | $79,852+52.2% |
| Participation rate | 78.6% | 73.6%+4.9pp | 79.4%-0.8pp | 69.6%+8.9pp |
| Annual return | 10.99% | 21.90%-10.9pp | 30.90%-19.9pp | 31.72%-20.7pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,419-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,131 | $5,182+18.3% | $6,271-2.2% | $3,740+63.9% |
| Admin fee / account holder | $16,262 | $4,480+263.0% | $8,084+101.2% | $5,306+206.5% |