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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 | $24,569 | $101,618-75.8% | $93,063-73.6% | $137,256-82.1% |
| Participation rate | 84.6% | 74.9%+9.7pp | 72.1%+12.5pp | 80.0%+4.7pp |
| Annual return | 88.62% | 223.95%-135.3pp | 34.15%+54.5pp | 220.34%-131.7pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,600 | $4,279-39.2% | $3,958-34.3% | $6,407-59.4% |
| Admin fee / account holder | $2,742 | $6,198-55.8% | $6,033-54.6% | $12,270-77.7% |