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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 | $9,728 | $58,258-83.3% | $81,820-88.1% | $80,925-88.0% |
| Participation rate | 90.5% | 63.5%+27.0pp | 72.4%+18.1pp | 67.7%+22.8pp |
| Annual return | 24.62% | 41.76%-17.1pp | 777.93%-753.3pp | 35.65%-11.0pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,277 | $3,284-0.2% | $4,323-24.2% | $4,299-23.8% |
| Admin fee / account holder | $2,323 | $4,976-53.3% | $7,391-68.6% | $6,940-66.5% |