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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 | $23,331 | $58,828-60.3% | $78,002-70.1% | $62,881-62.9% |
| Participation rate | 75.9% | 71.1%+4.9pp | 75.5%+0.4pp | 69.3%+6.6pp |
| Annual return | 11.34% | 17.16%-5.8pp | 425.99%-414.6pp | 20.14%-8.8pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,729 | $2,686+38.9% | $3,497+6.6% | $3,203+16.4% |
| Admin fee / account holder | $402 | $4,393-90.8% | $5,481-92.7% | $4,296-90.6% |