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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 | $34,106 | $95,406-64.3% | $185,849-81.6% | $85,847-60.3% |
| Participation rate | 88.5% | 68.8%+19.7pp | 81.7%+6.8pp | 69.3%+19.1pp |
| Annual return | 13.19% | 23.59%-10.4pp | 122.10%-108.9pp | 318.61%-305.4pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,674 | $3,424+7.3% | $5,569-34.0% | $3,952-7.0% |
| Admin fee / account holder | $1,933 | $7,214-73.2% | $16,244-88.1% | $6,261-69.1% |