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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 | $114,391 | $129,737-11.8% | $119,126-4.0% | $154,746-26.1% |
| Participation rate | 80.0% | 78.9%+1.1pp | 75.8%+4.2pp | 80.7%-0.7pp |
| Annual return | 7.75% | 379.08%-371.3pp | 282.11%-274.4pp | 172.34%-164.6pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,966 | $5,842-15.0% | $5,318-6.6% | $6,730-26.2% |
| Admin fee / account holder | $504 | $11,961-95.8% | $10,693-95.3% | $14,365-96.5% |