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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 | $188,954 | $155,555+21.5% | $146,866+28.7% | $155,188+21.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 1.63% | 115.41%-113.8pp | 102.85%-101.2pp | 148.84%-147.2pp |
| Employer contribution / active EE | $312 | $4,647-93.3% | $4,425-92.9% | $4,248-92.7% |
| Participant deferral / active EE | $3,122 | $8,044-61.2% | $7,759-59.8% | $6,531-52.2% |
| Admin fee / account holder | $215,594 | $14,755+1361.1% | $13,620+1482.9% | $14,480+1388.9% |