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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 | $42,827 | $99,053-56.8% | $88,179-51.4% | $138,895-69.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 16.42% | 78.17%-61.7pp | 64.97%-48.6pp | 145.39%-129.0pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,071 | $5,225-41.2% | $4,614-33.4% | $6,396-52.0% |
| Admin fee / account holder | $1,601 | $8,748-81.7% | $7,673-79.1% | $12,562-87.3% |