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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 | $38,316 | $160,040-76.1% | $147,096-74.0% | $145,877-73.7% |
| Participation rate | 84.2% | 84.0%+0.2pp | 82.2%+2.0pp | 80.3%+3.9pp |
| Annual return | 9.50% | 98.49%-89.0pp | 419.75%-410.2pp | 551.28%-541.8pp |
| Employer contribution / active EE | $991 | $5,289-81.3% | $4,936-79.9% | $4,663-78.7% |
| Participant deferral / active EE | $9,153 | $8,429+8.6% | $8,071+13.4% | $6,691+36.8% |
| Admin fee / account holder | $10,659 | $15,050-29.2% | $13,005-18.0% | $13,402-20.5% |