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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 | $81,170 | $75,962+6.9% | $154,108-47.3% | $64,173+26.5% |
| Participation rate | 93.9% | 70.4%+23.5pp | 83.0%+10.9pp | 69.6%+24.4pp |
| Annual return | -9.59% | 30.32%-39.9pp | 735.21%-744.8pp | 7.63%-17.2pp |
| Employer contribution / active EE | $21 | $3,350-99.4% | $5,298-99.6% | $2,381-99.1% |
| Participant deferral / active EE | $9,133 | $3,175+187.7% | $5,081+79.8% | $3,470+163.2% |
| Admin fee / account holder | $7,931 | $5,589+41.9% | $13,411-40.9% | $4,887+62.3% |