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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 | $99,958 | $82,674+20.9% | $125,381-20.3% | $68,486+46.0% |
| Participation rate | 94.6% | 75.1%+19.5pp | 82.4%+12.2pp | 67.9%+26.7pp |
| Annual return | -16.03% | -5.97%-10.1pp | 572.31%-588.3pp | -7.85%-8.2pp |
| Employer contribution / active EE | $510 | $3,382-84.9% | $4,815-89.4% | $2,597-80.4% |
| Participant deferral / active EE | $9,471 | $6,111+55.0% | $7,448+27.2% | $4,028+135.2% |
| Admin fee / account holder | $1,459 | $6,277-76.8% | $10,007-85.4% | $5,404-73.0% |