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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 | $114,119+0.2% | $107,187+6.7% | $138,895-17.6% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 79.9%+0.1pp |
| Annual return | 7.75% | 273.21%-265.5pp | 204.55%-196.8pp | 145.39%-137.6pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,966 | $5,538-10.3% | $5,096-2.6% | $6,396-22.4% |
| Admin fee / account holder | $504 | $10,024-95.0% | $9,162-94.5% | $12,562-96.0% |