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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 | $82,239 | $103,038-20.2% | $90,324-9.0% | $152,909-46.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 14.15% | 95.25%-81.1pp | 78.15%-64.0pp | 345.46%-331.3pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,456 | $4,282+74.1% | $3,885+91.9% | $5,851+27.4% |
| Admin fee / account holder | $1,412 | $6,177-77.1% | $5,356-73.6% | $11,601-87.8% |