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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 | $72,771 | $217,432-66.5% | $185,849-60.8% | $167,536-56.6% |
| Participation rate | 88.9% | 86.1%+2.8pp | 81.7%+7.2pp | 82.1%+6.8pp |
| Annual return | 8.42% | 148.42%-140.0pp | 122.10%-113.7pp | 478.82%-470.4pp |
| Employer contribution / active EE | $398 | $5,875-93.2% | $5,169-92.3% | $4,839-91.8% |
| Participant deferral / active EE | $2,467 | $6,357-61.2% | $5,569-55.7% | $6,342-61.1% |
| Admin fee / account holder | $748 | $19,818-96.2% | $16,244-95.4% | $12,315-93.9% |