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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 | $21,186 | $45,566-53.5% | $64,105-67.0% | $59,633-64.5% |
| Participation rate | 73.2% | 60.2%+13.0pp | 68.2%+5.0pp | 68.7%+4.5pp |
| Annual return | -2.87% | 4.95%-7.8pp | 791.24%-794.1pp | 2041.40%-2044.3pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,375 | $2,057-33.2% | $2,822-51.3% | $3,192-56.9% |
| Admin fee / account holder | $311 | $3,268-90.5% | $4,499-93.1% | $4,297-92.8% |