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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 | $37,674 | $82,674-54.4% | $125,381-70.0% | $68,486-45.0% |
| Participation rate | 90.2% | 75.1%+15.1pp | 82.4%+7.8pp | 67.9%+22.3pp |
| Annual return | -14.03% | -5.97%-8.1pp | 572.31%-586.3pp | -7.85%-6.2pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $13,191 | $6,111+115.9% | $7,448+77.1% | $4,028+227.5% |
| Admin fee / account holder | $394 | $6,277-93.7% | $10,007-96.1% | $5,404-92.7% |