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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 | $46,962 | $100,139-53.1% | $85,187-44.9% | $145,884-67.8% |
| Participation rate | 95.7% | 74.1%+21.6pp | 67.5%+28.1pp | 80.3%+15.3pp |
| Annual return | 16.82% | 84.15%-67.3pp | 66.67%-49.8pp | 551.85%-535.0pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,440 | $5,296+40.5% | $4,525+64.4% | $6,690+11.2% |
| Admin fee / account holder | $7,592 | $7,262+4.5% | $6,162+23.2% | $13,392-43.3% |