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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 | $112,851 | $106,864+5.6% | $147,318-23.4% | $82,637+36.6% |
| Participation rate | 71.4% | 75.5%-4.1pp | 82.1%-10.6pp | 68.1%+3.4pp |
| Annual return | 10.54% | 27.49%-17.0pp | 70.43%-59.9pp | 53.51%-43.0pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,885 | $6,496-55.6% | $7,906-63.5% | $4,126-30.1% |
| Admin fee / account holder | $34,355 | $8,415+308.3% | $13,708+150.6% | $7,339+368.1% |