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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 | $28,851 | $73,848-60.9% | $143,799-79.9% | $68,486-57.9% |
| Participation rate | 98.0% | 66.7%+31.4pp | 80.3%+17.7pp | 67.9%+30.1pp |
| Annual return | -19.47% | 0.91%-20.4pp | -0.04%-19.4pp | -7.85%-11.6pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,175 | $3,385+23.3% | $5,638-26.0% | $4,028+3.7% |
| Admin fee / account holder | $429 | $5,755-92.5% | $14,677-97.1% | $5,404-92.1% |