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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 | $144,981 | $114,119+27.0% | $107,187+35.3% | $138,895+4.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 9.22% | 273.21%-264.0pp | 204.55%-195.3pp | 145.39%-136.2pp |
| Employer contribution / active EE | $621 | $4,059-84.7% | $3,782-83.6% | $4,194-85.2% |
| Participant deferral / active EE | $4,423 | $5,538-20.1% | $5,096-13.2% | $6,396-30.9% |
| Admin fee / account holder | $1,906 | $10,024-81.0% | $9,162-79.2% | $12,562-84.8% |