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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 | $24,927 | $89,370-72.1% | $141,197-82.3% | $72,976-65.8% |
| Participation rate | 74.6% | 75.1%-0.5pp | 82.5%-7.8pp | 69.5%+5.2pp |
| Annual return | 36.31% | 111.88%-75.6pp | 71.41%-35.1pp | 81.02%-44.7pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,383 | $5,419-0.7% | $6,710-19.8% | $3,608+49.2% |
| Admin fee / account holder | $773 | $5,957-87.0% | $10,265-92.5% | $5,124-84.9% |