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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 | $40,038 | $108,882-63.2% | $96,754-58.6% | $154,746-74.1% |
| Participation rate | 77.8% | 75.1%+2.7pp | 70.3%+7.5pp | 80.7%-2.9pp |
| Annual return | 17.40% | 98.39%-81.0pp | 82.04%-64.6pp | 172.34%-154.9pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,493 | $5,323+59.6% | $4,758+78.5% | $6,730+26.2% |
| Admin fee / account holder | $550 | $10,200-94.6% | $8,905-93.8% | $14,365-96.2% |