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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 | $92,539 | $162,136-42.9% | $152,301-39.2% | $154,746-40.2% |
| Participation rate | 77.8% | 84.1%-6.3pp | 82.4%-4.7pp | 80.7%-2.9pp |
| Annual return | 10.16% | 91.02%-80.9pp | 80.50%-70.3pp | 172.34%-162.2pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $16,073 | $8,341+92.7% | $8,004+100.8% | $6,730+138.8% |
| Admin fee / account holder | $7,039 | $15,759-55.3% | $14,398-51.1% | $14,365-51.0% |