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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 | $45,436 | $140,578-67.7% | $100,671-54.9% | $125,389-63.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -0.21% | 24.67%-24.9pp | 20.43%-20.6pp | 282.24%-282.4pp |
| Employer contribution / active EE | $0 | $5,965-100.0% | $4,012-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $7,593 | $3,981+90.7% | $3,144+141.6% | $5,352+41.9% |
| Admin fee / account holder | $10,945 | $6,716+63.0% | $4,850+125.7% | $9,541+14.7% |