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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 | $173,998 | $148,629+17.1% | $135,982+28.0% | $139,487+24.7% |
| Participation rate | 85.7% | 83.9%+1.8pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 12.11% | 79.33%-67.2pp | 68.32%-56.2pp | 373.84%-361.7pp |
| Employer contribution / active EE | $489 | $5,247-90.7% | $4,859-89.9% | $4,755-89.7% |
| Participant deferral / active EE | $5,734 | $8,102-29.2% | $7,760-26.1% | $6,713-14.6% |
| Admin fee / account holder | $3,667 | $12,406-70.4% | $10,767-65.9% | $11,407-67.9% |