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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 | $70,111 | $98,766-29.0% | $149,730-53.2% | $79,852-12.2% |
| Participation rate | 74.1% | 75.8%-1.7pp | 82.5%-8.4pp | 69.6%+4.4pp |
| Annual return | 16.66% | 27.43%-10.8pp | 276.70%-260.0pp | 31.72%-15.1pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,798 | $5,681+2.1% | $6,843-15.3% | $3,740+55.0% |
| Admin fee / account holder | $428 | $6,052-92.9% | $9,310-95.4% | $5,306-91.9% |