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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 | $57,916 | $208,088-72.2% | $186,193-68.9% | $154,746-62.6% |
| Participation rate | 83.3% | 80.0%+3.3pp | 77.1%+6.2pp | 80.7%+2.6pp |
| Annual return | 19.90% | 89.97%-70.1pp | 78.03%-58.1pp | 172.34%-152.4pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,034 | $7,078+27.6% | $6,513+38.7% | $6,730+34.2% |
| Admin fee / account holder | $402 | $11,698-96.6% | $11,058-96.4% | $14,365-97.2% |