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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 | $102,582 | $148,582-31.0% | $135,942-24.5% | $139,456-26.4% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 11.50% | 79.26%-67.8pp | 68.28%-56.8pp | 373.45%-362.0pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,914 | $8,101-64.0% | $7,759-62.4% | $6,711-56.6% |
| Admin fee / account holder | $1,135 | $12,402-90.8% | $10,764-89.5% | $11,407-90.0% |