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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 | $24,601 | $139,948-82.4% | $121,663-79.8% | $154,746-84.1% |
| Participation rate | 85.0% | 78.0%+7.0pp | 74.5%+10.5pp | 80.7%+4.3pp |
| Annual return | 12.03% | 230.52%-218.5pp | 147.54%-135.5pp | 172.34%-160.3pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,916 | $5,629-30.4% | $4,887-19.9% | $6,730-41.8% |
| Admin fee / account holder | $1,536 | $17,321-91.1% | $14,289-89.2% | $14,365-89.3% |