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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 | $109,782+60.8% | $260,467-32.2% | $94,015+87.8% |
| Participation rate | 97.3% | 67.2%+30.1pp | 80.5%+16.8pp | 70.8%+26.5pp |
| Annual return | 10.24% | 18.60%-8.4pp | 100.60%-90.4pp | 17.84%-7.6pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $4,239-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,493 | $4,044-38.4% | $6,319-60.6% | $4,249-41.3% |
| Admin fee / account holder | $557 | $11,958-95.3% | $15,461-96.4% | $8,951-93.8% |