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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 | $159,708 | $42,917+272.1% | $60,899+162.3% | $68,495+133.2% |
| Participation rate | 96.3% | 66.8%+29.5pp | 73.1%+23.2pp | 67.9%+28.4pp |
| Annual return | -13.47% | -13.99%+0.5pp | 16.92%-30.4pp | -7.84%-5.6pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,702-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,840 | $2,867+208.4% | $3,817+131.6% | $4,028+119.5% |
| Admin fee / account holder | $5,050 | $3,102+62.8% | $3,225+56.6% | $5,403-6.5% |