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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 | $132,818 | $209,425-36.6% | $178,499-25.6% | $158,966-16.4% |
| Participation rate | 85.7% | 86.4%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 5.19% | 188.80%-183.6pp | 151.10%-145.9pp | 302.95%-297.8pp |
| Employer contribution / active EE | $977 | $5,707-82.9% | $5,011-80.5% | $4,762-79.5% |
| Participant deferral / active EE | $2,229 | $5,955-62.6% | $5,202-57.2% | $5,983-62.8% |
| Admin fee / account holder | $1,002 | $17,078-94.1% | $13,986-92.8% | $11,250-91.1% |