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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 | $66,493 | $165,939-59.9% | $122,354-45.7% | $147,586-54.9% |
| Participation rate | 92.9% | 79.6%+13.3pp | 71.6%+21.2pp | 82.8%+10.0pp |
| Annual return | 17.43% | 34.56%-17.1pp | 30.28%-12.9pp | 578.59%-561.2pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $8,750 | $4,005+118.5% | $3,287+166.2% | $5,439+60.9% |
| Admin fee / account holder | $1,087 | $7,425-85.4% | $5,479-80.2% | $10,886-90.0% |