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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 | $65,041 | $131,835-50.7% | $108,582-40.1% | $273,972-76.3% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.6%+0.4pp | 83.0%-3.0pp |
| Annual return | 9.58% | -91.57%+101.1pp | -51.70%+61.3pp | 41.46%-31.9pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,437 | $5,127+45.1% | $4,311+72.5% | $5,287+40.7% |
| Admin fee / account holder | $3,079 | $10,253-70.0% | $7,645-59.7% | $10,133-69.6% |