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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 | $50,605 | $95,664-47.1% | $76,902-34.2% | $139,487-63.7% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 10.10% | 55.03%-44.9pp | 37.91%-27.8pp | 373.84%-363.7pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,534-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $4,318 | $4,626-6.7% | $3,833+12.6% | $6,713-35.7% |
| Admin fee / account holder | $2,609 | $8,311-68.6% | $5,479-52.4% | $11,407-77.1% |