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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 | $158,756 | $73,019+117.4% | $90,766+74.9% | $68,490+131.8% |
| Participation rate | 71.0% | 70.8%+0.1pp | 75.7%-4.7pp | 67.9%+3.1pp |
| Annual return | -15.65% | -13.81%-1.8pp | -12.16%-3.5pp | -7.85%-7.8pp |
| Employer contribution / active EE | -$2 | $2,193-100.1% | $2,922-100.1% | $2,597-100.1% |
| Participant deferral / active EE | $4,302 | $3,626+18.6% | $4,565-5.8% | $4,028+6.8% |
| Admin fee / account holder | $2,270 | $5,897-61.5% | $8,446-73.1% | $5,403-58.0% |