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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 | $17,667 | $45,872-61.5% | $77,096-77.1% | $68,486-74.2% |
| Participation rate | 83.9% | 55.9%+28.0pp | 67.9%+16.0pp | 67.9%+16.0pp |
| Annual return | -20.65% | 1.73%-22.4pp | 42.35%-63.0pp | -7.85%-12.8pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $808 | $2,963-72.7% | $4,429-81.8% | $4,028-79.9% |
| Admin fee / account holder | $785 | $3,041-74.2% | $5,428-85.5% | $5,404-85.5% |