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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 | $29,399 | $61,815-52.4% | $97,295-69.8% | $80,959-63.7% |
| Participation rate | 81.8% | 63.5%+18.3pp | 72.7%+9.2pp | 67.7%+14.2pp |
| Annual return | 16.69% | -558.73%+575.4pp | 75.62%-58.9pp | 35.67%-19.0pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $8,929 | $3,027+195.0% | $4,264+109.4% | $4,300+107.6% |
| Admin fee / account holder | $2,530 | $5,166-51.0% | $5,646-55.2% | $6,925-63.5% |