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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 | $46,353 | $82,674-43.9% | $125,381-63.0% | $68,486-32.3% |
| Participation rate | 80.0% | 75.1%+4.9pp | 82.4%-2.4pp | 67.9%+12.1pp |
| Annual return | -13.39% | -5.97%-7.4pp | 572.31%-585.7pp | -7.85%-5.5pp |
| Employer contribution / active EE | $447 | $3,382-86.8% | $4,815-90.7% | $2,597-82.8% |
| Participant deferral / active EE | $2,596 | $6,111-57.5% | $7,448-65.1% | $4,028-35.5% |
| Admin fee / account holder | $1,582 | $6,277-74.8% | $10,007-84.2% | $5,404-70.7% |