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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 | $88,672-26.6% | $105,223-38.1% | $82,448-21.1% |
| Participation rate | 93.3% | 67.9%+25.4pp | 75.0%+18.3pp | 68.1%+25.3pp |
| Annual return | 15.67% | 30.86%-15.2pp | 180.65%-165.0pp | 41.64%-26.0pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,487 | $4,036+85.5% | $5,072+47.6% | $4,139+80.9% |
| Admin fee / account holder | $6,462 | $7,146-9.6% | $8,859-27.1% | $7,234-10.7% |