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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 | $32,890 | $76,368-56.9% | $67,681-51.4% | $154,746-78.7% |
| Participation rate | 70.0% | 79.0%-9.0pp | 73.7%-3.7pp | 80.7%-10.7pp |
| Annual return | 23.28% | 1066.77%-1043.5pp | 590.58%-567.3pp | 172.34%-149.1pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $10,964 | $4,824+127.3% | $3,976+175.8% | $6,730+62.9% |
| Admin fee / account holder | $6,404 | $8,559-25.2% | $6,100+5.0% | $14,365-55.4% |