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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 | $172,111-28.4% | $150,298-18.0% | $137,256-10.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 10.68% | 69.37%-58.7pp | 62.79%-52.1pp | 220.34%-209.7pp |
| Employer contribution / active EE | $401 | $4,636-91.3% | $4,154-90.3% | $4,156-90.3% |
| Participant deferral / active EE | $5,061 | $6,166-17.9% | $5,453-7.2% | $6,407-21.0% |
| Admin fee / account holder | $1,486 | $16,471-91.0% | $14,116-89.5% | $12,270-87.9% |