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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 | $38,015 | $89,367-57.5% | $141,191-73.1% | $72,975-47.9% |
| Participation rate | 71.1% | 75.1%-4.1pp | 82.5%-11.4pp | 69.5%+1.6pp |
| Annual return | 27.50% | 111.87%-84.4pp | 71.41%-43.9pp | 81.01%-53.5pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $9,629 | $5,419+77.7% | $6,710+43.5% | $3,608+166.9% |
| Admin fee / account holder | $3,820 | $5,957-35.9% | $10,264-62.8% | $5,124-25.5% |