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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 | $133,352 | $174,379-23.5% | $152,093-12.3% | $138,895-4.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 5.08% | 74.86%-69.8pp | 66.36%-61.3pp | 145.39%-140.3pp |
| Employer contribution / active EE | $591 | $4,652-87.3% | $4,175-85.8% | $4,194-85.9% |
| Participant deferral / active EE | $8,914 | $6,159+44.7% | $5,451+63.5% | $6,396+39.4% |
| Admin fee / account holder | $483 | $16,880-97.1% | $14,497-96.7% | $12,562-96.2% |