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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 | $133,320 | $140,578-5.2% | $100,671+32.4% | $125,389+6.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -0.89% | 24.67%-25.6pp | 20.43%-21.3pp | 282.24%-283.1pp |
| Employer contribution / active EE | $0 | $5,965-100.0% | $4,012-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $12,825 | $3,981+222.1% | $3,144+308.0% | $5,352+139.6% |
| Admin fee / account holder | $4,345 | $6,716-35.3% | $4,850-10.4% | $9,541-54.5% |