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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 | $179,589 | $197,625-9.1% | $177,840+1.0% | $158,966+13.0% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | -4.03% | 58.76%-62.8pp | 48.32%-52.4pp | 302.95%-307.0pp |
| Employer contribution / active EE | $427 | $6,698-93.6% | $5,919-92.8% | $4,762-91.0% |
| Participant deferral / active EE | $8,531 | $8,405+1.5% | $7,714+10.6% | $5,983+42.6% |
| Admin fee / account holder | $10,308 | $15,405-33.1% | $12,431-17.1% | $11,250-8.4% |