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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 | $60,056 | $100,805-40.4% | $86,698-30.7% | $134,532-55.4% |
| Participation rate | 92.3% | 79.0%+13.4pp | 76.6%+15.7pp | 81.2%+11.1pp |
| Annual return | -19.60% | 29.09%-48.7pp | 35.95%-55.5pp | 418.27%-437.9pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,495 | $5,339-53.3% | $4,656-46.4% | $6,401-61.0% |
| Admin fee / account holder | $903 | $10,925-91.7% | $7,493-87.9% | $11,429-92.1% |