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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 | $119,986 | $88,672+35.3% | $105,223+14.0% | $82,448+45.5% |
| Participation rate | 86.5% | 67.9%+18.6pp | 75.0%+11.4pp | 68.1%+18.4pp |
| Annual return | 11.47% | 30.86%-19.4pp | 180.65%-169.2pp | 41.64%-30.2pp |
| Employer contribution / active EE | $736 | $3,048-75.9% | $3,689-80.1% | $2,551-71.2% |
| Participant deferral / active EE | $4,223 | $4,036+4.6% | $5,072-16.7% | $4,139+2.0% |
| Admin fee / account holder | $21,389 | $7,146+199.3% | $8,859+141.4% | $7,234+195.7% |