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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 | $50,147 | $103,038-51.3% | $90,324-44.5% | $152,909-67.2% |
| Participation rate | 73.3% | 75.9%-2.5pp | 73.3%+0.1pp | 82.5%-9.1pp |
| Annual return | 25.52% | 95.25%-69.7pp | 78.15%-52.6pp | 345.46%-319.9pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $8,445 | $4,282+97.2% | $3,885+117.4% | $5,851+44.3% |
| Admin fee / account holder | $1,108 | $6,177-82.1% | $5,356-79.3% | $11,601-90.5% |