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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 | $58,956 | $91,559-35.6% | $133,971-56.0% | $79,852-26.2% |
| Participation rate | 71.4% | 73.3%-1.9pp | 79.8%-8.4pp | 69.6%+1.8pp |
| Annual return | 9.63% | 61.85%-52.2pp | 45.09%-35.5pp | 31.72%-22.1pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,811 | $3,734+2.1% | $5,047-24.5% | $3,740+1.9% |
| Admin fee / account holder | $12,914 | $6,321+104.3% | $8,929+44.6% | $5,306+143.4% |