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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 | $147,159 | $157,296-6.4% | $141,191+4.2% | $152,897-3.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 13.67% | 64.34%-50.7pp | 71.41%-57.7pp | 345.43%-331.8pp |
| Employer contribution / active EE | $170 | $5,262-96.8% | $4,736-96.4% | $4,764-96.4% |
| Participant deferral / active EE | $9,636 | $7,111+35.5% | $6,710+43.6% | $5,851+64.7% |
| Admin fee / account holder | $16,160 | $12,125+33.3% | $10,264+57.4% | $11,599+39.3% |