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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 | $2,898 | $29,319-90.1% | $52,425-94.5% | $82,448-96.5% |
| Participation rate | 84.2% | 46.9%+37.4pp | 55.6%+28.6pp | 68.1%+16.1pp |
| Annual return | 7.08% | 535.20%-528.1pp | 302.12%-295.0pp | 41.64%-34.6pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $798 | $1,171-31.8% | $1,790-55.4% | $4,139-80.7% |
| Admin fee / account holder | $611 | $1,962-68.9% | $2,495-75.5% | $7,234-91.6% |