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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 | $135,130 | $217,432-37.9% | $185,849-27.3% | $167,536-19.3% |
| Participation rate | 84.6% | 86.1%-1.4pp | 81.7%+2.9pp | 82.1%+2.5pp |
| Annual return | 7.13% | 148.42%-141.3pp | 122.10%-115.0pp | 478.82%-471.7pp |
| Employer contribution / active EE | $204 | $5,875-96.5% | $5,169-96.1% | $4,839-95.8% |
| Participant deferral / active EE | $3,758 | $6,357-40.9% | $5,569-32.5% | $6,342-40.7% |
| Admin fee / account holder | $1,008 | $19,818-94.9% | $16,244-93.8% | $12,315-91.8% |