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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 | $49,849 | $115,814-57.0% | $101,275-50.8% | $158,982-68.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -4.97% | 56.16%-61.1pp | 46.48%-51.4pp | 302.99%-308.0pp |
| Employer contribution / active EE | $199 | $4,176-95.2% | $3,660-94.6% | $4,763-95.8% |
| Participant deferral / active EE | $4,538 | $4,958-8.5% | $4,371+3.8% | $5,983-24.2% |
| Admin fee / account holder | $883 | $7,249-87.8% | $5,948-85.1% | $11,252-92.1% |