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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 | $25,944 | $82,678-68.6% | $125,391-79.3% | $68,490-62.1% |
| Participation rate | 71.3% | 75.1%-3.8pp | 82.4%-11.1pp | 67.9%+3.4pp |
| Annual return | -7.25% | -5.97%-1.3pp | 572.41%-579.7pp | -7.85%+0.6pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,550 | $6,111+39.9% | $7,448+14.8% | $4,028+112.3% |
| Admin fee / account holder | $3,241 | $6,277-48.4% | $10,009-67.6% | $5,403-40.0% |