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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 | $127,188 | $52,279+143.3% | $89,414+42.2% | $79,852+59.3% |
| Participation rate | 92.6% | 57.5%+35.1pp | 68.0%+24.6pp | 69.6%+23.0pp |
| Annual return | 9.44% | 22.16%-12.7pp | 245.50%-236.1pp | 31.72%-22.3pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,762 | $2,740+183.3% | $3,890+99.6% | $3,740+107.5% |
| Admin fee / account holder | $7,506 | $3,356+123.6% | $4,883+53.7% | $5,306+41.5% |