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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 | $69,754 | $108,882-35.9% | $96,754-27.9% | $154,746-54.9% |
| Participation rate | 80.0% | 75.1%+4.9pp | 70.3%+9.7pp | 80.7%-0.7pp |
| Annual return | 28.59% | 98.39%-69.8pp | 82.04%-53.4pp | 172.34%-143.8pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $14,500 | $5,323+172.4% | $4,758+204.7% | $6,730+115.4% |
| Admin fee / account holder | $413 | $10,200-96.0% | $8,905-95.4% | $14,365-97.1% |