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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 | $193,763 | $103,387+87.4% | $87,102+122.5% | $152,885+26.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 23.82% | 28.10%-4.3pp | 28.19%-4.4pp | 345.39%-321.6pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $12,502 | $4,778+161.7% | $4,048+208.8% | $5,851+113.7% |
| Admin fee / account holder | $1,039 | $12,193-91.5% | $7,491-86.1% | $11,598-91.0% |