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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 | $27,638 | $84,236-67.2% | $170,435-83.8% | $70,126-60.6% |
| Participation rate | 95.9% | 70.8%+25.1pp | 83.6%+12.3pp | 69.5%+26.4pp |
| Annual return | 21.49% | 23.06%-1.6pp | 205.94%-184.4pp | 73.15%-51.7pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,809 | $3,086+88.2% | $4,939+17.6% | $3,332+74.3% |
| Admin fee / account holder | $6,705 | $5,698+17.7% | $13,881-51.7% | $4,645+44.3% |