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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 | $29,670-94.2% | $56,054-96.9% | $80,911-97.9% |
| Participation rate | 96.8% | 41.7%+55.1pp | 52.5%+44.3pp | 67.6%+29.1pp |
| Annual return | -11.59% | 35.24%-46.8pp | 1705.95%-1717.5pp | 35.63%-47.2pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $875 | $1,227-28.6% | $1,952-55.2% | $4,297-79.6% |
| Admin fee / account holder | $474 | $2,431-80.5% | $2,822-83.2% | $6,935-93.2% |