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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 | $56,539 | $103,008-45.1% | $90,304-37.4% | $152,897-63.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 13.72% | 95.22%-81.5pp | 78.13%-64.4pp | 345.43%-331.7pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,901 | $4,281-32.2% | $3,885-25.3% | $5,851-50.4% |
| Admin fee / account holder | $702 | $6,175-88.6% | $5,354-86.9% | $11,599-94.0% |