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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 | $67,722 | $78,694-13.9% | $67,652+0.1% | $125,389-46.0% |
| Participation rate | 71.4% | 78.8%-7.4pp | 75.7%-4.2pp | 83.2%-11.8pp |
| Annual return | 2.91% | 9.46%-6.5pp | 6625.40%-6622.5pp | 282.24%-279.3pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,937 | $4,292-31.6% | $3,560-17.5% | $5,352-45.1% |
| Admin fee / account holder | $3,552 | $7,403-52.0% | $4,821-26.3% | $9,541-62.8% |