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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 | $113,832 | $156,398-27.2% | $147,318-22.7% | $138,895-18.0% |
| Participation rate | 78.9% | 83.8%-4.8pp | 82.1%-3.1pp | 79.9%-1.0pp |
| Annual return | 10.44% | 78.75%-68.3pp | 70.43%-60.0pp | 145.39%-135.0pp |
| Employer contribution / active EE | $639 | $4,853-86.8% | $4,593-86.1% | $4,194-84.8% |
| Participant deferral / active EE | $3,367 | $8,237-59.1% | $7,906-57.4% | $6,396-47.4% |
| Admin fee / account holder | $378 | $14,976-97.5% | $13,708-97.2% | $12,562-97.0% |