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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 | $68,171 | $134,001-49.1% | $112,258-39.3% | $134,509-49.3% |
| Participation rate | 81.3% | 78.6%+2.7pp | 75.1%+6.2pp | 81.2%0pp |
| Annual return | -15.08% | 47.15%-62.2pp | 27.47%-42.6pp | 418.13%-433.2pp |
| Employer contribution / active EE | $0 | $4,039-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,445 | $5,291+2.9% | $4,728+15.2% | $6,400-14.9% |
| Admin fee / account holder | $1,102 | $7,491-85.3% | $6,411-82.8% | $11,427-90.4% |