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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 | $45,734 | $157,276-70.9% | $141,177-67.6% | $152,885-70.1% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.5%+6.4pp |
| Annual return | 26.15% | 64.33%-38.2pp | 71.40%-45.3pp | 345.39%-319.2pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,128 | $7,110-27.9% | $6,710-23.6% | $5,851-12.4% |
| Admin fee / account holder | $1,622 | $12,123-86.6% | $10,263-84.2% | $11,598-86.0% |