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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 | $126,667 | $133,981-5.5% | $112,249+12.8% | $134,532-5.8% |
| Participation rate | 78.6% | 78.6%0pp | 75.1%+3.5pp | 81.2%-2.7pp |
| Annual return | -16.22% | 47.16%-63.4pp | 27.48%-43.7pp | 418.27%-434.5pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,429 | $5,292+2.6% | $4,729+14.8% | $6,401-15.2% |
| Admin fee / account holder | $939 | $7,492-87.5% | $6,412-85.4% | $11,429-91.8% |