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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 | $225,991 | $154,228+46.5% | $145,433+55.4% | $137,256+64.6% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | -12.68% | 74.59%-87.3pp | 66.58%-79.3pp | 220.34%-233.0pp |
| Employer contribution / active EE | $15 | $4,804-99.7% | $4,554-99.7% | $4,156-99.6% |
| Participant deferral / active EE | $12,078 | $8,216+47.0% | $7,897+52.9% | $6,407+88.5% |
| Admin fee / account holder | $413 | $14,344-97.1% | $13,129-96.9% | $12,270-96.6% |