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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 | $34,040 | $208,088-83.6% | $186,193-81.7% | $154,746-78.0% |
| Participation rate | 70.0% | 80.0%-10.0pp | 77.1%-7.1pp | 80.7%-10.7pp |
| Annual return | 21.76% | 89.97%-68.2pp | 78.03%-56.3pp | 172.34%-150.6pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,209 | $7,078-54.7% | $6,513-50.7% | $6,730-52.3% |
| Admin fee / account holder | $808 | $11,698-93.1% | $11,058-92.7% | $14,365-94.4% |