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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 | $181,062+11.7% | $158,223+27.9% | $155,188+30.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 79.2%-4.2pp | 80.8%-5.8pp |
| Annual return | 7.38% | 57.39%-50.0pp | 52.09%-44.7pp | 148.84%-141.5pp |
| Employer contribution / active EE | $656 | $4,565-85.6% | $4,109-84.0% | $4,248-84.6% |
| Participant deferral / active EE | $4,922 | $6,134-19.8% | $5,467-10.0% | $6,531-24.6% |
| Admin fee / account holder | $5,862 | $18,825-68.9% | $16,047-63.5% | $14,480-59.5% |