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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 | $116,223 | $201,370-42.3% | $184,256-36.9% | $145,897-20.3% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 8.01% | 29.05%-21.0pp | 28.85%-20.8pp | 552.29%-544.3pp |
| Employer contribution / active EE | $1,364 | $7,024-80.6% | $6,427-78.8% | $4,663-70.7% |
| Participant deferral / active EE | $14,730 | $9,808+50.2% | $9,133+61.3% | $6,689+120.2% |
| Admin fee / account holder | $2,312 | $16,364-85.9% | $13,899-83.4% | $13,390-82.7% |