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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 | $51,930 | $95,406-45.6% | $185,849-72.1% | $85,847-39.5% |
| Participation rate | 91.1% | 68.8%+22.3pp | 81.7%+9.4pp | 69.3%+21.8pp |
| Annual return | 16.86% | 23.59%-6.7pp | 122.10%-105.2pp | 318.61%-301.8pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,242 | $3,424+23.9% | $5,569-23.8% | $3,952+7.3% |
| Admin fee / account holder | $1,570 | $7,214-78.2% | $16,244-90.3% | $6,261-74.9% |