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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 | $28,499 | $57,305-50.3% | $86,640-67.1% | $75,173-62.1% |
| Participation rate | 96.2% | 63.2%+33.0pp | 71.7%+24.5pp | 67.2%+29.0pp |
| Annual return | 17.87% | 2674.24%-2656.4pp | 592.52%-574.7pp | 160.72%-142.9pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,640 | $3,320-50.6% | $4,438-63.1% | $4,126-60.3% |
| Admin fee / account holder | $1,912 | $4,116-53.6% | $5,616-66.0% | $5,651-66.2% |