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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 | $140,295 | $174,379-19.5% | $152,093-7.8% | $138,895+1.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 4.68% | 74.86%-70.2pp | 66.36%-61.7pp | 145.39%-140.7pp |
| Employer contribution / active EE | $387 | $4,652-91.7% | $4,175-90.7% | $4,194-90.8% |
| Participant deferral / active EE | $13,833 | $6,159+124.6% | $5,451+153.8% | $6,396+116.3% |
| Admin fee / account holder | $524 | $16,880-96.9% | $14,497-96.4% | $12,562-95.8% |