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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 | $25,836 | $52,279-50.6% | $89,414-71.1% | $79,852-67.6% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 4.59% | 22.16%-17.6pp | 245.50%-240.9pp | 31.72%-27.1pp |
| Employer contribution / active EE | $164 | $1,572-89.6% | $2,586-93.7% | $2,471-93.4% |
| Participant deferral / active EE | $0 | $2,740-100.0% | $3,890-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,823 | $3,356-45.7% | $4,883-62.7% | $5,306-65.6% |