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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 | $28,091 | $82,678-66.0% | $125,391-77.6% | $68,490-59.0% |
| Participation rate | 75.0% | 75.1%-0.1pp | 82.4%-7.4pp | 67.9%+7.1pp |
| Annual return | -15.42% | -5.97%-9.5pp | 572.41%-587.8pp | -7.85%-7.6pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $13,015 | $6,111+113.0% | $7,448+74.7% | $4,028+223.1% |
| Admin fee / account holder | $887 | $6,277-85.9% | $10,009-91.1% | $5,403-83.6% |