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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 | $172,111+17.5% | $150,298+34.6% | $137,256+47.4% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 7.38% | 69.37%-62.0pp | 62.79%-55.4pp | 220.34%-213.0pp |
| Employer contribution / active EE | $656 | $4,636-85.9% | $4,154-84.2% | $4,156-84.2% |
| Participant deferral / active EE | $4,922 | $6,166-20.2% | $5,453-9.7% | $6,407-23.2% |
| Admin fee / account holder | $5,862 | $16,471-64.4% | $14,116-58.5% | $12,270-52.2% |