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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 | $162,990 | $197,625-17.5% | $177,840-8.4% | $158,966+2.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 5.61% | 58.76%-53.1pp | 48.32%-42.7pp | 302.95%-297.3pp |
| Employer contribution / active EE | $1,444 | $6,698-78.4% | $5,919-75.6% | $4,762-69.7% |
| Participant deferral / active EE | $4,239 | $8,405-49.6% | $7,714-45.0% | $5,983-29.1% |
| Admin fee / account holder | $4,504 | $15,405-70.8% | $12,431-63.8% | $11,250-60.0% |