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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 | $40,863 | $104,937-61.1% | $84,628-51.7% | $152,897-73.3% |
| Participation rate | 85.7% | 74.8%+10.9pp | 68.2%+17.5pp | 82.5%+3.3pp |
| Annual return | 19.30% | 373.88%-354.6pp | 258.80%-239.5pp | 345.43%-326.1pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,340 | $4,690+13.9% | $3,900+36.9% | $5,851-8.7% |
| Admin fee / account holder | $3,985 | $6,243-36.2% | $4,914-18.9% | $11,599-65.6% |