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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 | $11,384 | $45,872-75.2% | $77,096-85.2% | $68,486-83.4% |
| Participation rate | 98.9% | 55.9%+43.0pp | 67.9%+31.0pp | 67.9%+31.0pp |
| Annual return | -20.47% | 1.73%-22.2pp | 42.35%-62.8pp | -7.85%-12.6pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,058 | $2,963+37.0% | $4,429-8.4% | $4,028+0.7% |
| Admin fee / account holder | $1,546 | $3,041-49.2% | $5,428-71.5% | $5,404-71.4% |