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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 | $65,461 | $89,259-26.7% | $107,187-38.9% | $82,637-20.8% |
| Participation rate | 92.9% | 67.9%+24.9pp | 75.0%+17.8pp | 68.1%+24.8pp |
| Annual return | 17.06% | 21.02%-4.0pp | 204.55%-187.5pp | 53.51%-36.4pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,823 | $4,037+19.4% | $5,096-5.4% | $4,126+16.9% |
| Admin fee / account holder | $2,001 | $7,381-72.9% | $9,162-78.2% | $7,339-72.7% |