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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 | $156,398-18.5% | $147,318-13.5% | $138,895-8.3% |
| Participation rate | 81.8% | 83.8%-1.9pp | 82.1%-0.2pp | 79.9%+1.9pp |
| Annual return | 11.79% | 78.75%-67.0pp | 70.43%-58.6pp | 145.39%-133.6pp |
| Employer contribution / active EE | $588 | $4,853-87.9% | $4,593-87.2% | $4,194-86.0% |
| Participant deferral / active EE | $4,659 | $8,237-43.4% | $7,906-41.1% | $6,396-27.2% |
| Admin fee / account holder | $570 | $14,976-96.2% | $13,708-95.8% | $12,562-95.5% |