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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 | $64,115 | $105,866-39.4% | $90,766-29.4% | $134,545-52.3% |
| Participation rate | 77.3% | 78.3%-1.0pp | 75.7%+1.6pp | 81.2%-4.0pp |
| Annual return | 0.00% | -10.99%+11.0pp | -12.16%+12.2pp | 418.37%-418.4pp |
| Employer contribution / active EE | $348 | $3,464-89.9% | $2,922-88.1% | $4,742-92.7% |
| Participant deferral / active EE | $2,531 | $5,217-51.5% | $4,565-44.6% | $6,401-60.5% |
| Admin fee / account holder | $414 | $13,938-97.0% | $8,446-95.1% | $11,431-96.4% |