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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 | $89,535 | $148,582-39.7% | $135,942-34.1% | $139,456-35.8% |
| Participation rate | 92.3% | 83.9%+8.5pp | 81.9%+10.4pp | 80.3%+12.0pp |
| Annual return | 6.05% | 79.26%-73.2pp | 68.28%-62.2pp | 373.45%-367.4pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $10,625 | $8,101+31.2% | $7,759+36.9% | $6,711+58.3% |
| Admin fee / account holder | $770 | $12,402-93.8% | $10,764-92.8% | $11,407-93.3% |