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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 | $65,731 | $155,555-57.7% | $146,866-55.2% | $155,188-57.6% |
| Participation rate | 90.5% | 84.0%+6.5pp | 82.5%+8.0pp | 80.8%+9.7pp |
| Annual return | 9.34% | 115.41%-106.1pp | 102.85%-93.5pp | 148.84%-139.5pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,350 | $8,044-58.4% | $7,759-56.8% | $6,531-48.7% |
| Admin fee / account holder | $5,124 | $14,755-65.3% | $13,620-62.4% | $14,480-64.6% |