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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 | $121,075 | $137,414-11.9% | $189,537-36.1% | $85,847+41.0% |
| Participation rate | 88.9% | 84.6%+4.3pp | 87.8%+1.1pp | 69.3%+19.6pp |
| Annual return | 7.23% | 38.14%-30.9pp | 555.34%-548.1pp | 318.61%-311.4pp |
| Employer contribution / active EE | $546 | $4,344-87.4% | $6,161-91.1% | $2,565-78.7% |
| Participant deferral / active EE | $4,527 | $6,260-27.7% | $8,220-44.9% | $3,952+14.5% |
| Admin fee / account holder | $13,489 | $8,630+56.3% | $12,048+12.0% | $6,261+115.5% |