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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 | $21,689 | $75,962-71.4% | $154,108-85.9% | $64,173-66.2% |
| Participation rate | 77.1% | 70.4%+6.7pp | 83.0%-5.9pp | 69.6%+7.6pp |
| Annual return | -9.84% | 30.32%-40.2pp | 735.21%-745.0pp | 7.63%-17.5pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,126 | $3,175-1.5% | $5,081-38.5% | $3,470-9.9% |
| Admin fee / account holder | $323 | $5,589-94.2% | $13,411-97.6% | $4,887-93.4% |