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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 | $25,773 | $60,139-57.1% | $90,461-71.5% | $79,856-67.7% |
| Participation rate | 96.6% | 65.0%+31.6pp | 72.7%+23.9pp | 69.6%+26.9pp |
| Annual return | 16.05% | 71.96%-55.9pp | 1294.76%-1278.7pp | 31.71%-15.7pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,090 | $2,939-62.9% | $3,964-72.5% | $3,741-70.9% |
| Admin fee / account holder | $727 | $3,978-81.7% | $5,617-87.1% | $5,306-86.3% |