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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 | $25,911 | $73,009-64.5% | $90,760-71.5% | $68,486-62.2% |
| Participation rate | 70.6% | 70.8%-0.2pp | 75.7%-5.1pp | 67.9%+2.7pp |
| Annual return | -3.83% | -13.81%+10.0pp | -12.16%+8.3pp | -7.85%+4.0pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,423 | $3,626-33.2% | $4,565-46.9% | $4,028-39.8% |
| Admin fee / account holder | $398 | $5,896-93.2% | $8,444-95.3% | $5,404-92.6% |