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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 | $145,795 | $95,979+51.9% | $74,551+95.6% | $135,380+7.7% |
| Participation rate | 70.0% | 75.7%-5.7pp | 69.1%+0.9pp | 82.6%-12.6pp |
| Annual return | -4.51% | 56.97%-61.5pp | 32.53%-37.0pp | 519.81%-524.3pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,632 | $3,844-57.5% | $3,108-47.5% | $5,609-70.9% |
| Admin fee / account holder | $24,543 | $6,522+276.3% | $5,059+385.1% | $10,828+126.7% |