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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 | $46,508 | $82,288-43.5% | $68,794-32.4% | $134,509-65.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -7.60% | -2.19%-5.4pp | -6.37%-1.2pp | 418.13%-425.7pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,656-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $9,331 | $4,738+96.9% | $3,941+136.8% | $6,400+45.8% |
| Admin fee / account holder | $6,489 | $6,482+0.1% | $4,934+31.5% | $11,427-43.2% |