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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 | $31,584 | $103,000-69.3% | $90,300-65.0% | $152,885-79.3% |
| Participation rate | 88.9% | 75.9%+13.0pp | 73.3%+15.6pp | 82.5%+6.4pp |
| Annual return | 22.10% | 95.19%-73.1pp | 78.11%-56.0pp | 345.39%-323.3pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $2,854-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,761 | $4,281-12.1% | $3,884-3.2% | $5,851-35.7% |
| Admin fee / account holder | $642 | $6,173-89.6% | $5,353-88.0% | $11,598-94.5% |