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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 | $35,034 | $82,314-57.4% | $68,808-49.1% | $134,532-74.0% |
| Participation rate | 76.2% | 75.1%+1.1pp | 69.0%+7.2pp | 81.2%-5.0pp |
| Annual return | -17.39% | -2.18%-15.2pp | -6.37%-11.0pp | 418.27%-435.7pp |
| Employer contribution / active EE | $446 | $3,301-86.5% | $2,656-83.2% | $4,741-90.6% |
| Participant deferral / active EE | $2,999 | $4,740-36.7% | $3,942-23.9% | $6,401-53.2% |
| Admin fee / account holder | $1,090 | $6,484-83.2% | $4,936-77.9% | $11,429-90.5% |