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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 | $81,082 | $91,198-11.1% | $178,503-54.6% | $79,856+1.5% |
| Participation rate | 74.1% | 69.2%+4.9pp | 81.9%-7.9pp | 69.6%+4.4pp |
| Annual return | -1.08% | 24.20%-25.3pp | 151.12%-152.2pp | 31.71%-32.8pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,146 | $3,237-33.7% | $5,202-58.7% | $3,741-42.6% |
| Admin fee / account holder | $14,111 | $6,748+109.1% | $13,987+0.9% | $5,306+165.9% |