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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 | $129,724 | $167,362-22.5% | $143,799-9.8% | $134,532-3.6% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -10.84% | 0.47%-11.3pp | -0.04%-10.8pp | 418.27%-429.1pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,900 | $6,447-39.5% | $5,638-30.8% | $6,401-39.1% |
| Admin fee / account holder | $98,640 | $18,094+445.2% | $14,677+572.1% | $11,429+763.1% |