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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 | $152,293 | $157,296-3.2% | $141,191+7.9% | $152,897-0.4% |
| Participation rate | 72.2% | 84.8%-12.6pp | 82.5%-10.3pp | 82.5%-10.2pp |
| Annual return | 10.53% | 64.34%-53.8pp | 71.41%-60.9pp | 345.43%-334.9pp |
| Employer contribution / active EE | $784 | $5,262-85.1% | $4,736-83.5% | $4,764-83.5% |
| Participant deferral / active EE | $3,067 | $7,111-56.9% | $6,710-54.3% | $5,851-47.6% |
| Admin fee / account holder | $6,558 | $12,125-45.9% | $10,264-36.1% | $11,599-43.5% |