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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 | $100,620 | $124,336-19.1% | $111,303-9.6% | $167,518-39.9% |
| Participation rate | 75.0% | 79.6%-4.6pp | 77.3%-2.3pp | 82.1%-7.1pp |
| Annual return | 12.62% | 37.45%-24.8pp | 54.66%-42.0pp | 478.71%-466.1pp |
| Employer contribution / active EE | $0 | $3,436-100.0% | $2,731-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $12,437 | $5,181+140.1% | $4,487+177.2% | $6,342+96.1% |
| Admin fee / account holder | $4,506 | $10,623-57.6% | $7,966-43.4% | $12,312-63.4% |