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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 | $161,148 | $108,825+48.1% | $156,181+3.2% | $82,448+95.5% |
| Participation rate | 74.2% | 72.4%+1.8pp | 78.8%-4.6pp | 68.1%+6.1pp |
| Annual return | 12.04% | 20.59%-8.5pp | 64.87%-52.8pp | 41.64%-29.6pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,467 | $4,577-2.4% | $6,132-27.2% | $4,139+7.9% |
| Admin fee / account holder | $1,405 | $9,341-85.0% | $14,586-90.4% | $7,234-80.6% |