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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 | $211,416 | $155,555+35.9% | $146,866+44.0% | $155,188+36.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 9.25% | 115.41%-106.2pp | 102.85%-93.6pp | 148.84%-139.6pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $26,984 | $8,044+235.4% | $7,759+247.8% | $6,531+313.2% |
| Admin fee / account holder | $3,624 | $14,755-75.4% | $13,620-73.4% | $14,480-75.0% |