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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 | $43,764 | $63,346-30.9% | $92,240-52.6% | $70,126-37.6% |
| Participation rate | 81.1% | 68.7%+12.5pp | 76.5%+4.7pp | 69.5%+11.6pp |
| Annual return | 12.78% | 530.19%-517.4pp | 176.29%-163.5pp | 73.15%-60.4pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,845 | $2,854-35.4% | $3,897-52.7% | $3,332-44.6% |
| Admin fee / account holder | $2,433 | $3,841-36.6% | $5,194-53.2% | $4,645-47.6% |