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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 | $18,263 | $90,467-79.8% | $93,759-80.5% | $134,532-86.4% |
| Participation rate | 83.3% | 82.0%+1.4pp | 81.0%+2.4pp | 81.2%+2.1pp |
| Annual return | -14.51% | -15.72%+1.2pp | -11.33%-3.2pp | 418.27%-432.8pp |
| Employer contribution / active EE | $0 | $4,345-100.0% | $4,324-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $9,018 | $5,980+50.8% | $6,096+47.9% | $6,401+40.9% |
| Admin fee / account holder | $415 | $9,258-95.5% | $7,197-94.2% | $11,429-96.4% |