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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 | $110,137+46.3% | $161,1490% | $82,637+95.0% |
| Participation rate | 74.2% | 72.4%+1.8pp | 78.8%-4.6pp | 68.1%+6.1pp |
| Annual return | 12.04% | 20.69%-8.6pp | 21.16%-9.1pp | 53.51%-41.5pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,360-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,467 | $4,575-2.4% | $6,153-27.4% | $4,126+8.3% |
| Admin fee / account holder | $1,405 | $9,467-85.2% | $15,194-90.8% | $7,339-80.9% |