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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 | $60,065 | $114,013-47.3% | $103,693-42.1% | $155,188-61.3% |
| Participation rate | 72.7% | 75.2%-2.5pp | 72.6%+0.1pp | 80.8%-8.1pp |
| Annual return | 13.24% | 49.31%-36.1pp | 47.61%-34.4pp | 148.84%-135.6pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,099 | $4,970+22.7% | $4,579+33.2% | $6,531-6.6% |
| Admin fee / account holder | $2,495 | $8,407-70.3% | $7,858-68.2% | $14,480-82.8% |