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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 | $102,429+32.8% | $147,096-7.5% | $80,925+68.1% |
| Participation rate | 86.7% | 75.9%+10.8pp | 82.2%+4.5pp | 67.7%+19.0pp |
| Annual return | 10.67% | 135.02%-124.4pp | 419.75%-409.1pp | 35.65%-25.0pp |
| Employer contribution / active EE | $279 | $3,716-92.5% | $4,936-94.3% | $2,756-89.9% |
| Participant deferral / active EE | $8,674 | $6,649+30.5% | $8,071+7.5% | $4,299+101.8% |
| Admin fee / account holder | $2,781 | $7,957-65.1% | $13,005-78.6% | $6,940-59.9% |