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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 | $68,387 | $103,008-33.6% | $90,304-24.3% | $152,897-55.3% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.5%-7.5pp |
| Annual return | 14.59% | 95.22%-80.6pp | 78.13%-63.5pp | 345.43%-330.8pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,581 | $4,281-39.7% | $3,885-33.6% | $5,851-55.9% |
| Admin fee / account holder | $82,077 | $6,175+1229.3% | $5,354+1433.0% | $11,599+607.6% |