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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 | $28,389 | $85,790-66.9% | $67,313-57.8% | $135,379-79.0% |
| Participation rate | 76.2% | 76.5%-0.3pp | 69.1%+7.1pp | 82.6%-6.5pp |
| Annual return | -8.53% | -0.54%-8.0pp | -4.08%-4.4pp | 519.79%-528.3pp |
| Employer contribution / active EE | $0 | $3,487-100.0% | $2,566-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,315 | $4,651-7.2% | $3,568+20.9% | $5,609-23.1% |
| Admin fee / account holder | $890 | $6,392-86.1% | $4,507-80.3% | $10,828-91.8% |