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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 | $2,954 | $72,071-95.9% | $68,368-95.7% | $137,256-97.8% |
| Participation rate | 73.7% | 76.2%-2.6pp | 73.8%-0.1pp | 80.0%-6.3pp |
| Annual return | 23.43% | 353.14%-329.7pp | 292.57%-269.1pp | 220.34%-196.9pp |
| Employer contribution / active EE | $3 | $2,788-99.9% | $2,649-99.9% | $4,156-99.9% |
| Participant deferral / active EE | $1,132 | $4,410-74.3% | $4,123-72.6% | $6,407-82.3% |
| Admin fee / account holder | $428 | $5,336-92.0% | $5,150-91.7% | $12,270-96.5% |