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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 | $29,548 | $124,346-76.2% | $111,306-73.5% | $167,553-82.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 17.31% | 37.46%-20.1pp | 54.67%-37.4pp | 478.89%-461.6pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,732-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $13,259 | $5,182+155.9% | $4,488+195.5% | $6,343+109.0% |
| Admin fee / account holder | $6,594 | $10,623-37.9% | $7,966-17.2% | $12,316-46.5% |