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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 | $128,081 | $111,535+14.8% | $105,223+21.7% | $137,256-6.7% |
| Participation rate | 91.7% | 78.1%+13.6pp | 75.0%+16.6pp | 80.0%+11.7pp |
| Annual return | 11.01% | 237.85%-226.8pp | 180.65%-169.6pp | 220.34%-209.3pp |
| Employer contribution / active EE | $375 | $3,939-90.5% | $3,689-89.8% | $4,156-91.0% |
| Participant deferral / active EE | $3,228 | $5,500-41.3% | $5,072-36.3% | $6,407-49.6% |
| Admin fee / account holder | $5,462 | $9,721-43.8% | $8,859-38.3% | $12,270-55.5% |