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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 | $132,553 | $106,524+24.4% | $152,301-13.0% | $87,485+51.5% |
| Participation rate | 92.3% | 75.8%+16.6pp | 82.4%+9.9pp | 68.9%+23.4pp |
| Annual return | 12.65% | 26.89%-14.2pp | 80.50%-67.8pp | 26.06%-13.4pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $10,070 | $6,525+54.3% | $8,004+25.8% | $4,274+135.6% |
| Admin fee / account holder | $2,583 | $8,287-68.8% | $14,398-82.1% | $7,775-66.8% |