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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 | $154,542 | $154,228+0.2% | $145,433+6.3% | $137,256+12.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.77% | 74.59%-62.8pp | 66.58%-54.8pp | 220.34%-208.6pp |
| Employer contribution / active EE | $846 | $4,804-82.4% | $4,554-81.4% | $4,156-79.6% |
| Participant deferral / active EE | $3,121 | $8,216-62.0% | $7,897-60.5% | $6,407-51.3% |
| Admin fee / account holder | $1,402 | $14,344-90.2% | $13,129-89.3% | $12,270-88.6% |