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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 | $127,389 | $154,228-17.4% | $145,433-12.4% | $137,256-7.2% |
| Participation rate | 81.8% | 83.8%-2.0pp | 82.1%-0.3pp | 80.0%+1.9pp |
| Annual return | 11.79% | 74.59%-62.8pp | 66.58%-54.8pp | 220.34%-208.6pp |
| Employer contribution / active EE | $588 | $4,804-87.8% | $4,554-87.1% | $4,156-85.9% |
| Participant deferral / active EE | $4,659 | $8,216-43.3% | $7,897-41.0% | $6,407-27.3% |
| Admin fee / account holder | $570 | $14,344-96.0% | $13,129-95.7% | $12,270-95.4% |