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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 | $44,982 | $97,125-53.7% | $86,233-47.8% | $137,256-67.2% |
| Participation rate | 85.0% | 74.2%+10.8pp | 69.0%+16.0pp | 80.0%+5.0pp |
| Annual return | 15.32% | 74.19%-58.9pp | 61.39%-46.1pp | 220.34%-205.0pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,503 | $5,180-32.4% | $4,559-23.2% | $6,407-45.3% |
| Admin fee / account holder | $1,262 | $9,725-87.0% | $8,342-84.9% | $12,270-89.7% |