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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 | $39,343 | $69,012-43.0% | $160,009-75.4% | $68,486-42.6% |
| Participation rate | 89.7% | 65.4%+24.2pp | 78.0%+11.7pp | 67.9%+21.8pp |
| Annual return | -17.85% | -9.65%-8.2pp | 408.85%-426.7pp | -7.85%-10.0pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $11,491 | $4,212+172.8% | $6,183+85.8% | $4,028+185.3% |
| Admin fee / account holder | $1,500 | $4,798-68.7% | $8,715-82.8% | $5,404-72.2% |