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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 | $84,953+107.8% | $163,379+8.0% | $82,637+113.6% |
| Participation rate | 97.3% | 65.9%+31.4pp | 76.8%+20.5pp | 68.1%+29.2pp |
| Annual return | 10.24% | 23.07%-12.8pp | 63.41%-53.2pp | 53.51%-43.3pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,493 | $4,326-42.4% | $6,282-60.3% | $4,126-39.6% |
| Admin fee / account holder | $557 | $7,921-93.0% | $9,818-94.3% | $7,339-92.4% |