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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 | $58,527 | $82,678-29.2% | $125,391-53.3% | $68,490-14.5% |
| Participation rate | 90.3% | 75.1%+15.3pp | 82.4%+7.9pp | 67.9%+22.4pp |
| Annual return | -15.60% | -5.97%-9.6pp | 572.41%-588.0pp | -7.85%-7.8pp |
| Employer contribution / active EE | $600 | $3,382-82.3% | $4,816-87.5% | $2,597-76.9% |
| Participant deferral / active EE | $8,063 | $6,111+31.9% | $7,448+8.3% | $4,028+100.2% |
| Admin fee / account holder | $5,563 | $6,277-11.4% | $10,009-44.4% | $5,403+3.0% |