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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 | $129,011 | $211,946-39.1% | $169,452-23.9% | $135,379-4.7% |
| Participation rate | 90.9% | 82.6%+8.3pp | 77.8%+13.1pp | 82.6%+8.3pp |
| Annual return | -5.81% | 3.26%-9.1pp | 1.83%-7.6pp | 519.79%-525.6pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,110 | $6,075+17.0% | $5,277+34.7% | $5,609+26.8% |
| Admin fee / account holder | $6,450 | $11,472-43.8% | $9,110-29.2% | $10,828-40.4% |