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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 | $87,050 | $100,895-13.7% | $90,430-3.7% | $158,950-45.2% |
| Participation rate | 72.2% | 75.0%-2.8pp | 72.7%-0.5pp | 82.0%-9.7pp |
| Annual return | 11.45% | 1725.54%-1714.1pp | 1293.73%-1282.3pp | 302.91%-291.5pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,012 | $4,347-30.7% | $3,963-24.0% | $5,983-49.6% |
| Admin fee / account holder | $1,203 | $6,505-81.5% | $5,613-78.6% | $11,248-89.3% |