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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 | $25,490 | $111,830-77.2% | $93,696-72.8% | $145,884-82.5% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | -0.81% | 204.08%-204.9pp | 133.74%-134.6pp | 551.85%-552.7pp |
| Employer contribution / active EE | $317 | $3,093-89.8% | $2,422-86.9% | $4,662-93.2% |
| Participant deferral / active EE | $3,023 | $4,920-38.6% | $4,417-31.6% | $6,690-54.8% |
| Admin fee / account holder | $3,561 | $10,249-65.3% | $8,287-57.0% | $13,392-73.4% |