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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 | $68,921 | $154,228-55.3% | $145,433-52.6% | $137,256-49.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 8.96% | 74.59%-65.6pp | 66.58%-57.6pp | 220.34%-211.4pp |
| Employer contribution / active EE | $496 | $4,804-89.7% | $4,554-89.1% | $4,156-88.1% |
| Participant deferral / active EE | $13,635 | $8,216+65.9% | $7,897+72.6% | $6,407+112.8% |
| Admin fee / account holder | $754 | $14,344-94.7% | $13,129-94.3% | $12,270-93.9% |