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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 | $86,275 | $100,060-13.8% | $149,721-42.4% | $70,126+23.0% |
| Participation rate | 86.5% | 83.6%+2.9pp | 87.1%-0.6pp | 69.5%+16.9pp |
| Annual return | 9.67% | 27.46%-17.8pp | 1501.67%-1492.0pp | 73.15%-63.5pp |
| Employer contribution / active EE | $1,075 | $3,661-70.6% | $5,444-80.3% | $2,343-54.1% |
| Participant deferral / active EE | $4,305 | $4,982-13.6% | $6,568-34.5% | $3,332+29.2% |
| Admin fee / account holder | $11,510 | $8,285+38.9% | $11,282+2.0% | $4,645+147.8% |