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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 | $170,339 | $154,228+10.4% | $145,433+17.1% | $137,256+24.1% |
| Participation rate | 72.2% | 83.8%-11.6pp | 82.1%-9.9pp | 80.0%-7.7pp |
| Annual return | 10.28% | 74.59%-64.3pp | 66.58%-56.3pp | 220.34%-210.1pp |
| Employer contribution / active EE | $809 | $4,804-83.2% | $4,554-82.2% | $4,156-80.5% |
| Participant deferral / active EE | $4,052 | $8,216-50.7% | $7,897-48.7% | $6,407-36.8% |
| Admin fee / account holder | $1,202 | $14,344-91.6% | $13,129-90.8% | $12,270-90.2% |