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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 | $40,042 | $81,474-50.9% | $133,971-70.1% | $73,493-45.5% |
| Participation rate | 98.0% | 76.4%+21.7pp | 79.8%+18.2pp | 70.7%+27.4pp |
| Annual return | -9.43% | 19.40%-28.8pp | 45.09%-54.5pp | 28.51%-37.9pp |
| Employer contribution / active EE | $78 | $2,209-96.5% | $3,919-98.0% | $2,270-96.6% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $3,813 | $713+434.7% | $8,929-57.3% | $513+643.2% |