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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 | $50,505 | $61,755-18.2% | $97,161-48.0% | $80,911-37.6% |
| Participation rate | 89.7% | 63.5%+26.2pp | 72.7%+17.0pp | 67.6%+22.0pp |
| Annual return | 18.36% | -557.90%+576.3pp | 75.36%-57.0pp | 35.63%-17.3pp |
| Employer contribution / active EE | $0 | $1,835-100.0% | $2,723-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,828 | $3,026+125.6% | $4,265+60.1% | $4,297+58.9% |
| Admin fee / account holder | $1,033 | $5,166-80.0% | $5,647-81.7% | $6,935-85.1% |