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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 | $213,054 | $165,361+28.8% | $149,715+42.3% | $158,950+34.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 6.58% | 348.24%-341.7pp | 276.66%-270.1pp | 302.91%-296.3pp |
| Employer contribution / active EE | -$1,366 | $5,103-126.8% | $4,645-129.4% | $4,762-128.7% |
| Participant deferral / active EE | $11,149 | $7,182+55.2% | $6,842+63.0% | $5,983+86.4% |
| Admin fee / account holder | $907 | $10,808-91.6% | $9,310-90.3% | $11,248-91.9% |