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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 | $289,211-80.0% | $260,467-77.8% | $198,609-70.8% |
| Participation rate | 83.3% | 83.1%+0.2pp | 80.5%+2.9pp | 82.4%+1.0pp |
| Annual return | 19.90% | 112.90%-93.0pp | 100.60%-80.7pp | 202.70%-182.8pp |
| Employer contribution / active EE | $0 | $4,663-100.0% | $4,239-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $9,034 | $6,812+32.6% | $6,319+43.0% | $6,977+29.5% |
| Admin fee / account holder | $402 | $16,236-97.5% | $15,461-97.4% | $19,030-97.9% |