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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 | $34,676 | $89,370-61.2% | $141,197-75.4% | $72,976-52.5% |
| Participation rate | 70.4% | 75.1%-4.8pp | 82.5%-12.1pp | 69.5%+0.9pp |
| Annual return | 28.59% | 111.88%-83.3pp | 71.41%-42.8pp | 81.02%-52.4pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,103 | $5,419-5.8% | $6,710-23.9% | $3,608+41.5% |
| Admin fee / account holder | $2,288 | $5,957-61.6% | $10,265-77.7% | $5,124-55.4% |