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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 | $77,197 | $98,776-21.8% | $149,745-48.4% | $79,856-3.3% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.5%-2.5pp | 69.6%+10.4pp |
| Annual return | 13.16% | 27.38%-14.2pp | 276.72%-263.6pp | 31.71%-18.6pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,271 | $5,681-42.4% | $6,843-52.2% | $3,741-12.5% |
| Admin fee / account holder | $1,116 | $6,053-81.6% | $9,312-88.0% | $5,306-79.0% |