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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 | $87,618 | $106,008-17.3% | $92,240-5.0% | $147,586-40.6% |
| Participation rate | 72.7% | 80.4%-7.7pp | 76.5%-3.8pp | 82.8%-10.1pp |
| Annual return | 15.09% | 50.05%-35.0pp | 176.29%-161.2pp | 578.59%-563.5pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,373 | $4,478-47.0% | $3,897-39.1% | $5,439-56.4% |
| Admin fee / account holder | $518 | $6,333-91.8% | $5,194-90.0% | $10,886-95.2% |