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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 | $128,270 | $82,678+55.1% | $125,391+2.3% | $68,490+87.3% |
| Participation rate | 89.7% | 75.1%+14.7pp | 82.4%+7.4pp | 67.9%+21.8pp |
| Annual return | -18.12% | -5.97%-12.1pp | 572.41%-590.5pp | -7.85%-10.3pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $7,898 | $6,111+29.2% | $7,448+6.0% | $4,028+96.1% |
| Admin fee / account holder | $3,151 | $6,277-49.8% | $10,009-68.5% | $5,403-41.7% |