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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 | $122,784 | $111,814+9.8% | $103,378+18.8% | $145,978-15.9% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 4.42% | 24.80%-20.4pp | 24.91%-20.5pp | 550.52%-546.1pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,218 | $5,618-7.1% | $5,058+3.2% | $6,690-22.0% |
| Admin fee / account holder | $1,915 | $9,764-80.4% | $8,401-77.2% | $13,400-85.7% |