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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 | $176,514 | $90,400+95.3% | $186,193-5.2% | $87,485+101.8% |
| Participation rate | 97.3% | 66.2%+31.1pp | 77.1%+20.2pp | 68.9%+28.4pp |
| Annual return | 10.24% | 22.15%-11.9pp | 78.03%-67.8pp | 26.06%-15.8pp |
| Employer contribution / active EE | $0 | $2,170-100.0% | $3,918-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,493 | $4,330-42.4% | $6,513-61.7% | $4,274-41.7% |
| Admin fee / account holder | $557 | $8,673-93.6% | $11,058-95.0% | $7,775-92.8% |