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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 | $42,896 | $82,630-48.1% | $64,105-33.1% | $125,389-65.8% |
| Participation rate | 71.4% | 75.9%-4.4pp | 68.2%+3.3pp | 83.2%-11.8pp |
| Annual return | 2.31% | 1489.72%-1487.4pp | 791.24%-788.9pp | 282.24%-279.9pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,942 | $3,608-18.5% | $2,822+4.2% | $5,352-45.0% |
| Admin fee / account holder | $814 | $6,382-87.2% | $4,499-81.9% | $9,541-91.5% |