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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 | $180,913 | $178,174+1.5% | $156,181+15.8% | $137,256+31.8% |
| Participation rate | 95.2% | 82.0%+13.2pp | 78.8%+16.4pp | 80.0%+15.3pp |
| Annual return | 7.05% | 84.19%-77.1pp | 64.87%-57.8pp | 220.34%-213.3pp |
| Employer contribution / active EE | $600 | $4,972-87.9% | $4,294-86.0% | $4,156-85.6% |
| Participant deferral / active EE | $5,184 | $6,888-24.7% | $6,132-15.5% | $6,407-19.1% |
| Admin fee / account holder | $87,615 | $17,404+403.4% | $14,586+500.7% | $12,270+614.0% |