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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 | $57,249 | $75,832-24.5% | $147,618-61.2% | $59,633-4.0% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -4.21% | 0.37%-4.6pp | 61.98%-66.2pp | 2041.40%-2045.6pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,565-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $7,822 | $3,131+149.9% | $4,895+59.8% | $3,192+145.1% |
| Admin fee / account holder | $2,038 | $5,986-65.9% | $11,612-82.4% | $4,297-52.6% |