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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 | $97,371 | $102,609-5.1% | $98,090-0.7% | $138,895-29.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 11.71% | 36.44%-24.7pp | 37.05%-25.3pp | 145.39%-133.7pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $12,955 | $8,167+58.6% | $7,845+65.1% | $6,396+102.5% |
| Admin fee / account holder | $44,671 | $11,434+290.7% | $11,815+278.1% | $12,562+255.6% |