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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 | $32,751 | $73,102-55.2% | $123,549-73.5% | $56,287-41.8% |
| Participation rate | 72.3% | 74.3%-2.0pp | 82.3%-10.0pp | 69.9%+2.4pp |
| Annual return | -6.55% | 3.01%-9.6pp | 119.20%-125.8pp | -9.96%+3.4pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,339 | $5,423-20.0% | $6,426-32.5% | $3,350+29.5% |
| Admin fee / account holder | $2,690 | $554+385.8% | $9,284-71.0% | $521+416.4% |