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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 | $37,966 | $108,882-65.1% | $96,754-60.8% | $154,746-75.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 12.19% | 98.39%-86.2pp | 82.04%-69.9pp | 172.34%-160.2pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,802 | $5,323+27.8% | $4,758+43.0% | $6,730+1.1% |
| Admin fee / account holder | $4,930 | $10,200-51.7% | $8,905-44.6% | $14,365-65.7% |