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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 | $182,287 | $103,393+76.3% | $87,103+109.3% | $152,909+19.2% |
| Participation rate | 81.8% | 79.4%+2.5pp | 76.9%+4.9pp | 82.5%-0.6pp |
| Annual return | 21.59% | 28.10%-6.5pp | 28.19%-6.6pp | 345.46%-323.9pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,079 | $4,778+48.1% | $4,049+74.9% | $5,851+21.0% |
| Admin fee / account holder | $30,265 | $12,195+148.2% | $7,491+304.0% | $11,601+160.9% |