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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 | $12,003 | $54,353-77.9% | $82,726-85.5% | $68,498-82.5% |
| Participation rate | 93.3% | 63.9%+29.4pp | 72.6%+20.8pp | 67.9%+25.4pp |
| Annual return | 0.00% | -13.67%+13.7pp | 701.33%-701.3pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,010 | $3,246-38.1% | $4,394-54.2% | $4,027-50.1% |
| Admin fee / account holder | $3,489 | $4,396-20.6% | $5,328-34.5% | $5,403-35.4% |