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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 | $33,272 | $58,258-42.9% | $81,820-59.3% | $80,925-58.9% |
| Participation rate | 94.5% | 63.5%+31.1pp | 72.4%+22.2pp | 67.7%+26.9pp |
| Annual return | 15.19% | 41.76%-26.6pp | 777.93%-762.7pp | 35.65%-20.5pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,715 | $3,284-47.8% | $4,323-60.3% | $4,299-60.1% |
| Admin fee / account holder | $432 | $4,976-91.3% | $7,391-94.2% | $6,940-93.8% |