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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.)
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 | $134,260 | $93,117+44.2% | $77,096+74.1% | $134,532-0.2% |
| Participation rate | 90.0% | 74.5%+15.5pp | 67.9%+22.1pp | 81.2%+8.8pp |
| Annual return | -14.78% | 62.67%-77.4pp | 42.35%-57.1pp | 418.27%-433.0pp |
| Employer contribution / active EE | $0 | $3,420-100.0% | $2,814-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,285 | $5,241-18.2% | $4,429-3.3% | $6,401-33.1% |
| Admin fee / account holder | $2,434 | $6,948-65.0% | $5,428-55.2% | $11,429-78.7% |