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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 | $30,078 | $84,518-64.4% | $67,704-55.6% | $125,389-76.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -4.88% | 2.57%-7.5pp | 25.41%-30.3pp | 282.24%-287.1pp |
| Employer contribution / active EE | $0 | $3,292-100.0% | $2,559-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $12,751 | $4,430+187.8% | $3,585+255.6% | $5,352+138.3% |
| Admin fee / account holder | $2,902 | $5,340-45.7% | $4,255-31.8% | $9,541-69.6% |