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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 | $22,427 | $81,643-72.5% | $70,462-68.2% | $158,950-85.9% |
| Participation rate | 84.6% | 77.7%+6.9pp | 75.1%+9.6pp | 82.0%+2.7pp |
| Annual return | 20.39% | 208.51%-188.1pp | 109.08%-88.7pp | 302.91%-282.5pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,737-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,653 | $4,555-41.7% | $3,710-28.5% | $5,983-55.7% |
| Admin fee / account holder | $606 | $6,194-90.2% | $3,845-84.2% | $11,248-94.6% |