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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 | $65,087 | $105,284-38.2% | $150,734-56.8% | $94,015-30.8% |
| Participation rate | 93.3% | 71.7%+21.6pp | 78.4%+14.9pp | 70.8%+22.5pp |
| Annual return | 15.67% | 15.67%0pp | 600.81%-585.1pp | 17.84%-2.2pp |
| Employer contribution / active EE | $0 | $3,599-100.0% | $4,918-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $7,487 | $4,274+75.2% | $5,610+33.5% | $4,249+76.2% |
| Admin fee / account holder | $6,462 | $9,839-34.3% | $14,905-56.6% | $8,951-27.8% |