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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 | $41,483 | $114,013-63.6% | $103,693-60.0% | $155,188-73.3% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.1pp | 80.8%+4.9pp |
| Annual return | 12.03% | 49.31%-37.3pp | 47.61%-35.6pp | 148.84%-136.8pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,198 | $4,970+44.8% | $4,579+57.2% | $6,531+10.2% |
| Admin fee / account holder | $449 | $8,407-94.7% | $7,858-94.3% | $14,480-96.9% |