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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 | $39,893 | $95,406-58.2% | $185,849-78.5% | $85,847-53.5% |
| Participation rate | 76.0% | 68.8%+7.2pp | 81.7%-5.7pp | 69.3%+6.7pp |
| Annual return | 12.13% | 23.59%-11.5pp | 122.10%-110.0pp | 318.61%-306.5pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,034 | $3,424-11.4% | $5,569-45.5% | $3,952-23.2% |
| Admin fee / account holder | $1,470 | $7,214-79.6% | $16,244-91.0% | $6,261-76.5% |