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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 | $215,924 | $154,228+40.0% | $145,433+48.5% | $137,256+57.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 5.12% | 74.59%-69.5pp | 66.58%-61.5pp | 220.34%-215.2pp |
| Employer contribution / active EE | $289 | $4,804-94.0% | $4,554-93.7% | $4,156-93.1% |
| Participant deferral / active EE | $10,171 | $8,216+23.8% | $7,897+28.8% | $6,407+58.8% |
| Admin fee / account holder | $1,616 | $14,344-88.7% | $13,129-87.7% | $12,270-86.8% |