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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 | $75,801 | $198,457-61.8% | $170,435-55.5% | $147,586-48.6% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 5.05% | 257.30%-252.3pp | 205.94%-200.9pp | 578.59%-573.5pp |
| Employer contribution / active EE | $1,254 | $6,183-79.7% | $5,432-76.9% | $4,876-74.3% |
| Participant deferral / active EE | $5,188 | $5,629-7.8% | $4,939+5.0% | $5,439-4.6% |
| Admin fee / account holder | $6,505 | $16,852-61.4% | $13,881-53.1% | $10,886-40.2% |