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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 | $1,722 | $29,733-94.2% | $56,025-96.9% | $80,959-97.9% |
| Participation rate | 96.8% | 41.7%+55.1pp | 52.5%+44.3pp | 67.7%+29.1pp |
| Annual return | -11.59% | 35.28%-46.9pp | 1712.69%-1724.3pp | 35.67%-47.3pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $875 | $1,229-28.8% | $1,955-55.2% | $4,300-79.6% |
| Admin fee / account holder | $474 | $2,434-80.5% | $2,828-83.2% | $6,925-93.2% |