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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 | $47,065 | $99,994-52.9% | $146,643-67.9% | $85,847-45.2% |
| Participation rate | 96.3% | 73.1%+23.2pp | 80.1%+16.2pp | 69.3%+27.0pp |
| Annual return | 12.87% | 18.93%-6.1pp | 22.75%-9.9pp | 318.61%-305.7pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,693 | $4,006-7.8% | $5,506-32.9% | $3,952-6.6% |
| Admin fee / account holder | $8,847 | $7,703+14.8% | $10,280-13.9% | $6,261+41.3% |