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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 | $136,032 | $102,382+32.9% | $147,005-7.5% | $80,874+68.2% |
| Participation rate | 86.7% | 75.8%+10.8pp | 82.2%+4.5pp | 67.6%+19.0pp |
| Annual return | 10.67% | 134.89%-124.2pp | 418.76%-408.1pp | 35.62%-24.9pp |
| Employer contribution / active EE | $279 | $3,715-92.5% | $4,934-94.3% | $2,756-89.9% |
| Participant deferral / active EE | $8,674 | $6,646+30.5% | $8,070+7.5% | $4,297+101.9% |
| Admin fee / account holder | $2,781 | $7,942-65.0% | $13,006-78.6% | $6,935-59.9% |