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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 | $95,518 | $54,370+75.7% | $82,763+15.4% | $68,490+39.5% |
| Participation rate | 76.5% | 63.9%+12.5pp | 72.6%+3.9pp | 67.9%+8.6pp |
| Annual return | -7.23% | -13.67%+6.4pp | 702.45%-709.7pp | -7.85%+0.6pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,172 | $3,247+59.3% | $4,395+17.7% | $4,028+28.4% |
| Admin fee / account holder | $11,970 | $4,398+172.2% | $5,325+124.8% | $5,403+121.6% |