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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 | $1,453 | $67,823-97.9% | $52,425-97.2% | $137,256-98.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | -204.59% | 219.11%-423.7pp | 302.12%-506.7pp | 220.34%-424.9pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,910 | $2,288+27.2% | $1,790+62.5% | $6,407-54.6% |
| Admin fee / account holder | $3,137 | $2,844+10.3% | $2,495+25.7% | $12,270-74.4% |