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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 | $29,689 | $209,336-85.8% | $197,124-84.9% | $137,256-78.4% |
| Participation rate | 85.7% | 87.3%-1.6pp | 86.7%-1.0pp | 80.0%+5.8pp |
| Annual return | 9.78% | 48.09%-38.3pp | 44.34%-34.6pp | 220.34%-210.6pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,913 | $9,614-28.1% | $9,135-24.3% | $6,407+7.9% |
| Admin fee / account holder | $1,278 | $17,308-92.6% | $16,298-92.2% | $12,270-89.6% |