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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 | $20,228 | $132,099-84.7% | $115,599-82.5% | $138,895-85.4% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.3%-4.3pp | 79.9%-9.9pp |
| Annual return | 11.10% | 176.76%-165.7pp | 111.10%-100.0pp | 145.39%-134.3pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,233 | $5,617-42.4% | $4,889-33.9% | $6,396-49.5% |
| Admin fee / account holder | $738 | $15,650-95.3% | $12,841-94.3% | $12,562-94.1% |