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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 | $26,703 | $110,093-75.7% | $97,295-72.6% | $145,897-81.7% |
| Participation rate | 84.6% | 75.9%+8.7pp | 72.7%+12.0pp | 80.3%+4.3pp |
| Annual return | 9.38% | 244.76%-235.4pp | 75.62%-66.2pp | 552.29%-542.9pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,129 | $4,678-54.5% | $4,264-50.1% | $6,689-68.2% |
| Admin fee / account holder | $340 | $6,212-94.5% | $5,646-94.0% | $13,390-97.5% |