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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 | $61,137 | $82,674-26.1% | $125,381-51.2% | $68,486-10.7% |
| Participation rate | 94.4% | 75.1%+19.4pp | 82.4%+12.1pp | 67.9%+26.6pp |
| Annual return | -19.73% | -5.97%-13.8pp | 572.31%-592.0pp | -7.85%-11.9pp |
| Employer contribution / active EE | $234 | $3,382-93.1% | $4,815-95.1% | $2,597-91.0% |
| Participant deferral / active EE | $4,365 | $6,111-28.6% | $7,448-41.4% | $4,028+8.4% |
| Admin fee / account holder | $12,065 | $6,277+92.2% | $10,007+20.6% | $5,404+123.3% |