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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 | $123,266 | $174,379-29.3% | $152,093-19.0% | $138,895-11.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 10.68% | 74.86%-64.2pp | 66.36%-55.7pp | 145.39%-134.7pp |
| Employer contribution / active EE | $401 | $4,652-91.4% | $4,175-90.4% | $4,194-90.4% |
| Participant deferral / active EE | $5,061 | $6,159-17.8% | $5,451-7.2% | $6,396-20.9% |
| Admin fee / account holder | $1,486 | $16,880-91.2% | $14,497-89.8% | $12,562-88.2% |