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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 | $133,560 | $96,731+38.1% | $123,973+7.7% | $86,983+53.5% |
| Participation rate | 74.1% | 70.0%+4.1pp | 76.7%-2.6pp | 69.5%+4.5pp |
| Annual return | 11.08% | 17.33%-6.2pp | 388.13%-377.0pp | 25.83%-14.8pp |
| Employer contribution / active EE | $794 | $3,297-75.9% | $4,126-80.8% | $2,584-69.3% |
| Participant deferral / active EE | $2,555 | $4,152-38.5% | $5,247-51.3% | $4,194-39.1% |
| Admin fee / account holder | $616 | $8,722-92.9% | $11,799-94.8% | $7,856-92.2% |