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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 | $31,695 | $72,426-56.2% | $67,560-53.1% | $145,897-78.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | -27.44% | 7226.78%-7254.2pp | 3533.50%-3560.9pp | 552.29%-579.7pp |
| Employer contribution / active EE | $224 | $3,074-92.7% | $2,737-91.8% | $4,663-95.2% |
| Participant deferral / active EE | $999 | $4,785-79.1% | $4,004-75.1% | $6,689-85.1% |
| Admin fee / account holder | $15,407 | $5,514+179.4% | $3,994+285.8% | $13,390+15.1% |