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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 | $187,014 | $171,867+8.8% | $149,721+24.9% | $147,586+26.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 7.82% | 2113.36%-2105.5pp | 1501.67%-1493.9pp | 578.59%-570.8pp |
| Employer contribution / active EE | $600 | $6,275-90.4% | $5,444-89.0% | $4,876-87.7% |
| Participant deferral / active EE | $6,323 | $7,270-13.0% | $6,568-3.7% | $5,439+16.3% |
| Admin fee / account holder | $4,857 | $13,799-64.8% | $11,282-56.9% | $10,886-55.4% |