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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 | $13,209 | $53,162-75.2% | $91,227-85.5% | $68,490-80.7% |
| Participation rate | 80.8% | 63.2%+17.6pp | 73.2%+7.6pp | 67.9%+12.9pp |
| Annual return | -67.45% | -3.14%-64.3pp | 114.14%-181.6pp | -7.85%-59.6pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,851-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,022 | $2,974+1.6% | $4,234-28.6% | $4,028-25.0% |
| Admin fee / account holder | $1,214 | $4,493-73.0% | $5,423-77.6% | $5,403-77.5% |