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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 | $63,861 | $100,203-36.3% | $85,240-25.1% | $145,897-56.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.75% | 84.28%-72.5pp | 66.75%-55.0pp | 552.29%-540.5pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,601 | $5,299-13.2% | $4,527+1.6% | $6,689-31.2% |
| Admin fee / account holder | $637 | $7,265-91.2% | $6,165-89.7% | $13,390-95.2% |