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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 | $201,264-61.2% | $184,185-57.6% | $145,978-46.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.47% | 29.00%-19.5pp | 28.81%-19.3pp | 550.52%-541.0pp |
| Employer contribution / active EE | $956 | $7,021-86.4% | $6,426-85.1% | $4,662-79.5% |
| Participant deferral / active EE | $9,488 | $9,806-3.2% | $9,132+3.9% | $6,690+41.8% |
| Admin fee / account holder | $315 | $16,376-98.1% | $13,909-97.7% | $13,400-97.6% |