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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 | $78,052 | $201,370-61.2% | $184,256-57.6% | $145,897-46.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.47% | 29.05%-19.6pp | 28.85%-19.4pp | 552.29%-542.8pp |
| Employer contribution / active EE | $956 | $7,024-86.4% | $6,427-85.1% | $4,663-79.5% |
| Participant deferral / active EE | $9,488 | $9,808-3.3% | $9,133+3.9% | $6,689+41.8% |
| Admin fee / account holder | $315 | $16,364-98.1% | $13,899-97.7% | $13,390-97.6% |