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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 | $106,947 | $111,535-4.1% | $105,223+1.6% | $137,256-22.1% |
| Participation rate | 82.6% | 78.1%+4.5pp | 75.0%+7.6pp | 80.0%+2.6pp |
| Annual return | 5.26% | 237.85%-232.6pp | 180.65%-175.4pp | 220.34%-215.1pp |
| Employer contribution / active EE | $584 | $3,939-85.2% | $3,689-84.2% | $4,156-85.9% |
| Participant deferral / active EE | $6,307 | $5,500+14.7% | $5,072+24.4% | $6,407-1.6% |
| Admin fee / account holder | $3,245 | $9,721-66.6% | $8,859-63.4% | $12,270-73.6% |