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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 | $97,772 | $71,873+36.0% | $86,698+12.8% | $68,490+42.8% |
| Participation rate | 85.7% | 72.2%+13.5pp | 76.6%+9.1pp | 67.9%+17.8pp |
| Annual return | -19.18% | 3.54%-22.7pp | 35.96%-55.1pp | -7.85%-11.3pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,643 | $3,779+22.9% | $4,656-0.3% | $4,028+15.3% |
| Admin fee / account holder | $2,394 | $6,110-60.8% | $7,492-68.0% | $5,403-55.7% |