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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 | $29,736 | $84,518-64.8% | $67,704-56.1% | $125,389-76.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -3.20% | 2.57%-5.8pp | 25.41%-28.6pp | 282.24%-285.4pp |
| Employer contribution / active EE | $0 | $3,292-100.0% | $2,559-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $8,446 | $4,430+90.7% | $3,585+135.6% | $5,352+57.8% |
| Admin fee / account holder | $9,332 | $5,340+74.7% | $4,255+119.3% | $9,541-2.2% |