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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 | $212,447 | $165,361+28.5% | $149,715+41.9% | $158,950+33.7% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 8.10% | 348.24%-340.1pp | 276.66%-268.6pp | 302.91%-294.8pp |
| Employer contribution / active EE | $208 | $5,103-95.9% | $4,645-95.5% | $4,762-95.6% |
| Participant deferral / active EE | $2,500 | $7,182-65.2% | $6,842-63.5% | $5,983-58.2% |
| Admin fee / account holder | $3,626 | $10,808-66.4% | $9,310-61.0% | $11,248-67.8% |