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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 | $22,794 | $157,296-85.5% | $141,191-83.9% | $152,897-85.1% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.5%-4.7pp |
| Annual return | 36.45% | 64.34%-27.9pp | 71.41%-35.0pp | 345.43%-309.0pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $14,140 | $7,111+98.9% | $6,710+110.7% | $5,851+141.7% |
| Admin fee / account holder | $542 | $12,125-95.5% | $10,264-94.7% | $11,599-95.3% |