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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 | $11,249 | $61,816-81.8% | $97,260-88.4% | $80,935-86.1% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.7%+32.3pp |
| Annual return | 10.45% | -558.73%+569.2pp | 75.54%-65.1pp | 35.66%-25.2pp |
| Employer contribution / active EE | $1 | $1,836-100.0% | $2,721-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,569 | $3,027-48.2% | $4,262-63.2% | $4,299-63.5% |
| Admin fee / account holder | $676 | $5,166-86.9% | $5,640-88.0% | $6,924-90.2% |