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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 | $157,343 | $209,336-24.8% | $197,124-20.2% | $137,256+14.6% |
| Participation rate | 92.3% | 87.3%+5.0pp | 86.7%+5.6pp | 80.0%+12.3pp |
| Annual return | 8.83% | 48.09%-39.3pp | 44.34%-35.5pp | 220.34%-211.5pp |
| Employer contribution / active EE | $1,172 | $6,591-82.2% | $6,227-81.2% | $4,156-71.8% |
| Participant deferral / active EE | $7,654 | $9,614-20.4% | $9,135-16.2% | $6,407+19.5% |
| Admin fee / account holder | $13,247 | $17,308-23.5% | $16,298-18.7% | $12,270+8.0% |