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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 | $105,289 | $94,529+11.4% | $140,019-24.8% | $64,181+64.1% |
| Participation rate | 77.8% | 84.1%-6.3pp | 87.5%-9.7pp | 69.6%+8.2pp |
| Annual return | -7.09% | 7.77%-14.9pp | 651.15%-658.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $12,504 | $5,250+138.2% | $6,927+80.5% | $3,470+260.4% |
| Admin fee / account holder | $2,881 | $6,741-57.3% | $10,705-73.1% | $4,887-41.1% |