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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 | $69,752 | $156,398-55.4% | $147,318-52.7% | $138,895-49.8% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 9.28% | 78.75%-69.5pp | 70.43%-61.2pp | 145.39%-136.1pp |
| Employer contribution / active EE | $889 | $4,853-81.7% | $4,593-80.6% | $4,194-78.8% |
| Participant deferral / active EE | $6,422 | $8,237-22.0% | $7,906-18.8% | $6,396+0.4% |
| Admin fee / account holder | $11,734 | $14,976-21.6% | $13,708-14.4% | $12,562-6.6% |