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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 | $98,128 | $210,698-53.4% | $178,014-44.9% | $145,959-32.8% |
| Participation rate | 87.0% | 80.8%+6.2pp | 77.1%+9.9pp | 80.3%+6.7pp |
| Annual return | 7.03% | 386.27%-379.2pp | 294.80%-287.8pp | 561.95%-554.9pp |
| Employer contribution / active EE | $0 | $4,567-100.0% | $3,950-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $11,997 | $6,958+72.4% | $6,276+91.1% | $6,689+79.4% |
| Admin fee / account holder | $10,431 | $12,016-13.2% | $10,362+0.7% | $13,398-22.1% |