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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 | $135,331 | $114,119+18.6% | $107,187+26.3% | $138,895-2.6% |
| Participation rate | 86.7% | 78.1%+8.6pp | 75.0%+11.6pp | 79.9%+6.7pp |
| Annual return | 8.87% | 273.21%-264.3pp | 204.55%-195.7pp | 145.39%-136.5pp |
| Employer contribution / active EE | $515 | $4,059-87.3% | $3,782-86.4% | $4,194-87.7% |
| Participant deferral / active EE | $4,894 | $5,538-11.6% | $5,096-4.0% | $6,396-23.5% |
| Admin fee / account holder | $4,439 | $10,024-55.7% | $9,162-51.5% | $12,562-64.7% |