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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 | $172,733 | $176,786-2.3% | $146,643+17.8% | $167,536+3.1% |
| Participation rate | 81.8% | 83.6%-1.8pp | 80.1%+1.7pp | 82.1%-0.3pp |
| Annual return | 7.51% | 24.04%-16.5pp | 22.75%-15.2pp | 478.82%-471.3pp |
| Employer contribution / active EE | $650 | $5,161-87.4% | $4,137-84.3% | $4,839-86.6% |
| Participant deferral / active EE | $10,686 | $6,440+65.9% | $5,506+94.1% | $6,342+68.5% |
| Admin fee / account holder | $27,976 | $13,262+111.0% | $10,280+172.1% | $12,315+127.2% |