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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 | $232,060 | $127,387+82.2% | $115,038+101.7% | $125,389+85.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -6.35% | 31.28%-37.6pp | 26.14%-32.5pp | 282.24%-288.6pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,130 | $6,423-51.3% | $6,026-48.1% | $5,352-41.5% |
| Admin fee / account holder | $6,860 | $9,516-27.9% | $8,175-16.1% | $9,541-28.1% |