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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 | $94,055 | $166,268-43.4% | $165,100-43.0% | $145,897-35.5% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.6%+12.3pp | 80.3%+10.6pp |
| Annual return | 12.03% | 100.52%-88.5pp | 70.21%-58.2pp | 552.29%-540.3pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,975 | $6,964-14.2% | $6,035-1.0% | $6,689-10.7% |
| Admin fee / account holder | $4,042 | $16,659-75.7% | $12,696-68.2% | $13,390-69.8% |