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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 | $34,768 | $105,210-67.0% | $159,487-78.2% | $85,851-59.5% |
| Participation rate | 71.4% | 75.8%-4.4pp | 82.8%-11.4pp | 69.3%+2.1pp |
| Annual return | 12.70% | 45.08%-32.4pp | 263.71%-251.0pp | 318.63%-305.9pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,532 | $5,946-7.0% | $7,354-24.8% | $3,952+40.0% |
| Admin fee / account holder | $1,245 | $6,934-82.0% | $10,804-88.5% | $6,261-80.1% |