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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 | $21,957 | $45,872-52.1% | $77,096-71.5% | $68,486-67.9% |
| Participation rate | 80.8% | 55.9%+24.8pp | 67.9%+12.8pp | 67.9%+12.9pp |
| Annual return | -19.23% | 1.73%-21.0pp | 42.35%-61.6pp | -7.85%-11.4pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $9,017 | $2,963+204.3% | $4,429+103.6% | $4,028+123.9% |
| Admin fee / account holder | $4,731 | $3,041+55.6% | $5,428-12.8% | $5,404-12.4% |