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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 | $95,604 | $82,678+15.6% | $125,391-23.8% | $68,490+39.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -19.21% | -5.97%-13.2pp | 572.41%-591.6pp | -7.85%-11.4pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $9,947 | $6,111+62.8% | $7,448+33.6% | $4,028+147.0% |
| Admin fee / account holder | $2,763 | $6,277-56.0% | $10,009-72.4% | $5,403-48.9% |