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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 | $29,848 | $82,674-63.9% | $125,381-76.2% | $68,486-56.4% |
| Participation rate | 74.0% | 75.1%-1.1pp | 82.4%-8.4pp | 67.9%+6.1pp |
| Annual return | -13.67% | -5.97%-7.7pp | 572.31%-586.0pp | -7.85%-5.8pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $10,126 | $6,111+65.7% | $7,448+36.0% | $4,028+151.4% |
| Admin fee / account holder | $4,232 | $6,277-32.6% | $10,007-57.7% | $5,404-21.7% |