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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 | $54,211 | $75,935-28.6% | $60,547-10.5% | $125,389-56.8% |
| Participation rate | 95.2% | 76.5%+18.7pp | 68.0%+27.3pp | 83.2%+12.0pp |
| Annual return | -1.44% | -5.38%+3.9pp | 335.64%-337.1pp | 282.24%-283.7pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,419-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,265 | $4,506-5.4% | $3,328+28.2% | $5,352-20.3% |
| Admin fee / account holder | $1,160 | $6,768-82.9% | $4,536-74.4% | $9,541-87.8% |