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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 | $19,480 | $102,638-81.0% | $81,982-76.2% | $158,982-87.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 10.35% | 61.05%-50.7pp | 41.31%-31.0pp | 302.99%-292.6pp |
| Employer contribution / active EE | $0 | $3,241-100.0% | $2,498-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,429 | $4,649-47.8% | $3,722-34.8% | $5,983-59.4% |
| Admin fee / account holder | $1,763 | $8,237-78.6% | $5,665-68.9% | $11,252-84.3% |