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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 | $35,654 | $63,346-43.7% | $92,240-61.3% | $70,126-49.2% |
| Participation rate | 77.8% | 68.7%+9.1pp | 76.5%+1.3pp | 69.5%+8.2pp |
| Annual return | 13.61% | 530.19%-516.6pp | 176.29%-162.7pp | 73.15%-59.5pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,491 | $2,854-12.7% | $3,897-36.1% | $3,332-25.2% |
| Admin fee / account holder | $962 | $3,841-75.0% | $5,194-81.5% | $4,645-79.3% |