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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 | $207,718 | $174,379+19.1% | $152,093+36.6% | $138,895+49.6% |
| Participation rate | 80.0% | 81.6%-1.6pp | 77.8%+2.2pp | 79.9%+0.1pp |
| Annual return | 7.65% | 74.86%-67.2pp | 66.36%-58.7pp | 145.39%-137.7pp |
| Employer contribution / active EE | $844 | $4,652-81.9% | $4,175-79.8% | $4,194-79.9% |
| Participant deferral / active EE | $1,915 | $6,159-68.9% | $5,451-64.9% | $6,396-70.1% |
| Admin fee / account holder | $503 | $16,880-97.0% | $14,497-96.5% | $12,562-96.0% |