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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 | $102,422+32.8% | $147,117-7.5% | $80,959+68.0% |
| Participation rate | 86.7% | 75.9%+10.8pp | 82.2%+4.5pp | 67.7%+19.0pp |
| Annual return | 10.67% | 135.16%-124.5pp | 420.54%-409.9pp | 35.67%-25.0pp |
| Employer contribution / active EE | $279 | $3,717-92.5% | $4,932-94.3% | $2,757-89.9% |
| Participant deferral / active EE | $8,674 | $6,652+30.4% | $8,065+7.6% | $4,300+101.7% |
| Admin fee / account holder | $2,781 | $7,953-65.0% | $12,993-78.6% | $6,925-59.8% |