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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 | $12,917 | $46,689-72.3% | $117,498-89.0% | $68,495-81.1% |
| Participation rate | 86.8% | 56.8%+30.0pp | 70.6%+16.2pp | 67.9%+18.9pp |
| Annual return | -14.57% | -14.52%-0.1pp | 29.75%-44.3pp | -7.84%-6.7pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,178-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,380 | $2,637+141.9% | $4,071+56.7% | $4,028+58.4% |
| Admin fee / account holder | $927 | $4,021-77.0% | $5,646-83.6% | $5,403-82.9% |