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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 | $26,700 | $99,079-73.1% | $78,002-65.8% | $273,972-90.3% |
| Participation rate | 72.2% | 78.6%-6.3pp | 75.5%-3.3pp | 83.0%-10.8pp |
| Annual return | 9.70% | 217.93%-208.2pp | 425.99%-416.3pp | 41.46%-31.8pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,314 | $4,306-69.5% | $3,497-62.4% | $5,287-75.1% |
| Admin fee / account holder | $989 | $8,954-89.0% | $5,481-82.0% | $10,133-90.2% |