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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 | $24,920 | $73,102-65.9% | $123,552-79.8% | $56,287-55.7% |
| Participation rate | 72.8% | 74.3%-1.5pp | 82.3%-9.5pp | 69.9%+3.0pp |
| Annual return | -15.22% | 3.01%-18.2pp | 119.20%-134.4pp | -9.96%-5.3pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $9,279 | $5,423+71.1% | $6,426+44.4% | $3,350+177.0% |
| Admin fee / account holder | $896 | $554+61.7% | $9,285-90.4% | $521+71.9% |