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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 | $34,198 | $45,566-24.9% | $64,105-46.7% | $59,633-42.7% |
| Participation rate | 80.6% | 60.2%+20.5pp | 68.2%+12.5pp | 68.7%+12.0pp |
| Annual return | -58.91% | 4.95%-63.9pp | 791.24%-850.1pp | 2041.40%-2100.3pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,042 | $2,057-0.7% | $2,822-27.6% | $3,192-36.0% |
| Admin fee / account holder | $3,674 | $3,268+12.4% | $4,499-18.4% | $4,297-14.5% |