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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 | $72,448 | $82,678-12.4% | $125,391-42.2% | $68,490+5.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -22.20% | -5.97%-16.2pp | 572.41%-594.6pp | -7.85%-14.3pp |
| Employer contribution / active EE | $40 | $3,382-98.8% | $4,816-99.2% | $2,597-98.5% |
| Participant deferral / active EE | $4,877 | $6,111-20.2% | $7,448-34.5% | $4,028+21.1% |
| Admin fee / account holder | $7,322 | $6,277+16.6% | $10,009-26.8% | $5,403+35.5% |