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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 | $194,097 | $156,398+24.1% | $147,318+31.8% | $138,895+39.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 11.14% | 78.75%-67.6pp | 70.43%-59.3pp | 145.39%-134.3pp |
| Employer contribution / active EE | $400 | $4,853-91.8% | $4,593-91.3% | $4,194-90.5% |
| Participant deferral / active EE | $9,106 | $8,237+10.5% | $7,906+15.2% | $6,396+42.4% |
| Admin fee / account holder | $3,557 | $14,976-76.2% | $13,708-74.0% | $12,562-71.7% |