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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 | $53,639 | $106,247-49.5% | $96,515-44.4% | $139,466-61.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | -6.29% | 38.47%-44.8pp | 35.73%-42.0pp | 373.66%-379.9pp |
| Employer contribution / active EE | $161 | $4,106-96.1% | $3,740-95.7% | $4,754-96.6% |
| Participant deferral / active EE | $3,161 | $5,456-42.1% | $4,880-35.2% | $6,712-52.9% |
| Admin fee / account holder | $3,784 | $7,885-52.0% | $6,735-43.8% | $11,409-66.8% |