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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 | $24,758 | $110,801-77.7% | $86,615-71.4% | $167,536-85.2% |
| Participation rate | 73.7% | 75.8%-2.1pp | 71.6%+2.0pp | 82.1%-8.4pp |
| Annual return | 8.28% | 116.96%-108.7pp | 63.51%-55.2pp | 478.82%-470.5pp |
| Employer contribution / active EE | $0 | $3,245-100.0% | $2,496-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,223 | $4,547-7.1% | $3,699+14.1% | $6,342-33.4% |
| Admin fee / account holder | $1,762 | $8,417-79.1% | $5,830-69.8% | $12,315-85.7% |