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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 | $202,298 | $185,312+9.2% | $161,489+25.3% | $154,746+30.7% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 7.38% | 103.84%-96.5pp | 89.72%-82.3pp | 172.34%-165.0pp |
| Employer contribution / active EE | $656 | $4,769-86.3% | $4,268-84.6% | $4,379-85.0% |
| Participant deferral / active EE | $4,922 | $6,350-22.5% | $5,630-12.6% | $6,730-26.9% |
| Admin fee / account holder | $5,862 | $18,654-68.6% | $16,006-63.4% | $14,365-59.2% |