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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 | $136,789 | $82,678+65.4% | $125,391+9.1% | $68,490+99.7% |
| Participation rate | 92.3% | 75.1%+17.2pp | 82.4%+9.9pp | 67.9%+24.4pp |
| Annual return | -17.35% | -5.97%-11.4pp | 572.41%-589.8pp | -7.85%-9.5pp |
| Employer contribution / active EE | $165 | $3,382-95.1% | $4,816-96.6% | $2,597-93.6% |
| Participant deferral / active EE | $8,891 | $6,111+45.5% | $7,448+19.4% | $4,028+120.8% |
| Admin fee / account holder | $6,341 | $6,277+1.0% | $10,009-36.6% | $5,403+17.4% |