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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 | $28,388 | $82,678-65.7% | $125,391-77.4% | $68,490-58.6% |
| Participation rate | 76.9% | 75.1%+1.9pp | 82.4%-5.5pp | 67.9%+9.0pp |
| Annual return | -21.51% | -5.97%-15.5pp | 572.41%-593.9pp | -7.85%-13.7pp |
| Employer contribution / active EE | $634 | $3,382-81.3% | $4,816-86.8% | $2,597-75.6% |
| Participant deferral / active EE | $8,056 | $6,111+31.8% | $7,448+8.2% | $4,028+100.0% |
| Admin fee / account holder | $1,169 | $6,277-81.4% | $10,009-88.3% | $5,403-78.4% |