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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 | $47,736 | $77,449-38.4% | $69,483-31.3% | $152,909-68.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 16.93% | 39.09%-22.2pp | 28.99%-12.1pp | 345.46%-328.5pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,388 | $4,415-0.6% | $3,537+24.1% | $5,851-25.0% |
| Admin fee / account holder | $2,758 | $6,210-55.6% | $3,841-28.2% | $11,601-76.2% |