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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 | $23,665 | $108,882-78.3% | $96,754-75.5% | $154,746-84.7% |
| Participation rate | 71.4% | 75.1%-3.7pp | 70.3%+1.2pp | 80.7%-9.3pp |
| Annual return | 15.82% | 98.39%-82.6pp | 82.04%-66.2pp | 172.34%-156.5pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,188 | $5,323-58.9% | $4,758-54.0% | $6,730-67.5% |
| Admin fee / account holder | $1,225 | $10,200-88.0% | $8,905-86.2% | $14,365-91.5% |