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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 | $244,991 | $117,846+107.9% | $102,434+139.2% | $145,884+67.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 7.67% | 31.90%-24.2pp | 29.46%-21.8pp | 551.85%-544.2pp |
| Employer contribution / active EE | $856 | $3,615-76.3% | $3,023-71.7% | $4,662-81.7% |
| Participant deferral / active EE | $9,747 | $5,733+70.0% | $5,055+92.8% | $6,690+45.7% |
| Admin fee / account holder | $4,349 | $13,356-67.4% | $9,462-54.0% | $13,392-67.5% |