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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 | $177,071 | $65,704+169.5% | $94,229+87.9% | $59,633+196.9% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -6.39% | 5.22%-11.6pp | 10.68%-17.1pp | 2041.45%-2047.8pp |
| Employer contribution / active EE | $274 | $2,021-86.5% | $3,587-92.4% | $2,203-87.6% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $6,465 | $4,265+51.6% | $6,269+3.1% | $4,297+50.5% |