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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 | $29,194 | $70,366-58.5% | $66,674-56.2% | $138,895-79.0% |
| Participation rate | 88.2% | 76.2%+12.1pp | 73.7%+14.6pp | 79.9%+8.3pp |
| Annual return | 19.63% | 386.41%-366.8pp | 321.24%-301.6pp | 145.39%-125.8pp |
| Employer contribution / active EE | $23 | $2,765-99.2% | $2,620-99.1% | $4,194-99.4% |
| Participant deferral / active EE | $3,106 | $4,374-29.0% | $4,084-24.0% | $6,396-51.4% |
| Admin fee / account holder | $945 | $5,262-82.0% | $5,098-81.5% | $12,562-92.5% |