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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 | $198,043 | $162,136+22.1% | $152,301+30.0% | $154,746+28.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 9.57% | 91.02%-81.5pp | 80.50%-70.9pp | 172.34%-162.8pp |
| Employer contribution / active EE | $387 | $4,890-92.1% | $4,624-91.6% | $4,379-91.2% |
| Participant deferral / active EE | $7,750 | $8,341-7.1% | $8,004-3.2% | $6,730+15.2% |
| Admin fee / account holder | $1,085 | $15,759-93.1% | $14,398-92.5% | $14,365-92.4% |