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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 | $151,353 | $118,877+27.3% | $96,570+56.7% | $167,536-9.7% |
| Participation rate | 82.6% | 75.5%+7.1pp | 69.8%+12.8pp | 82.1%+0.5pp |
| Annual return | 12.04% | 50.50%-38.5pp | 37.79%-25.8pp | 478.82%-466.8pp |
| Employer contribution / active EE | $0 | $3,121-100.0% | $2,357-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,491 | $4,617-24.4% | $3,849-9.3% | $6,342-45.0% |
| Admin fee / account holder | $3,095 | $8,069-61.6% | $6,182-49.9% | $12,315-74.9% |