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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 | $245,919 | $183,592+33.9% | $155,574+58.1% | $145,877+68.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.86% | 61.37%-55.5pp | 64.87%-59.0pp | 551.28%-545.4pp |
| Employer contribution / active EE | $824 | $5,317-84.5% | $4,676-82.4% | $4,663-82.3% |
| Participant deferral / active EE | $5,500 | $6,466-14.9% | $5,629-2.3% | $6,691-17.8% |
| Admin fee / account holder | $6,565 | $19,316-66.0% | $15,914-58.7% | $13,402-51.0% |