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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 | $77,300 | $147,556-47.6% | $129,031-40.1% | $198,609-61.1% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 13.69% | 37.41%-23.7pp | 34.67%-21.0pp | 202.70%-189.0pp |
| Employer contribution / active EE | $0 | $3,645-100.0% | $3,226-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $5,697 | $5,760-1.1% | $5,217+9.2% | $6,977-18.3% |
| Admin fee / account holder | $6,510 | $15,467-57.9% | $13,208-50.7% | $19,030-65.8% |