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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 | $4,304 | $101,618-95.8% | $93,063-95.4% | $137,256-96.9% |
| Participation rate | 90.0% | 74.9%+15.1pp | 72.1%+17.9pp | 80.0%+10.0pp |
| Annual return | 17.48% | 223.95%-206.5pp | 34.15%-16.7pp | 220.34%-202.9pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,690 | $4,279-37.1% | $3,958-32.1% | $6,407-58.0% |
| Admin fee / account holder | $332 | $6,198-94.6% | $6,033-94.5% | $12,270-97.3% |