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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 | $17,179 | $49,177-65.1% | $79,466-78.4% | $64,173-73.2% |
| Participation rate | 72.6% | 65.0%+7.6pp | 73.3%-0.7pp | 69.6%+3.0pp |
| Annual return | -8.67% | -1.16%-7.5pp | 718.28%-727.0pp | 7.63%-16.3pp |
| Employer contribution / active EE | $4 | $2,076-99.8% | $2,800-99.9% | $2,381-99.8% |
| Participant deferral / active EE | $1,438 | $2,821-49.0% | $3,704-61.2% | $3,470-58.6% |
| Admin fee / account holder | $932 | $3,839-75.7% | $5,104-81.7% | $4,887-80.9% |