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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 | $36,036 | $98,766-63.5% | $149,730-75.9% | $79,852-54.9% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.5%+6.4pp | 69.6%+19.3pp |
| Annual return | 20.73% | 27.43%-6.7pp | 276.70%-256.0pp | 31.72%-11.0pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,904 | $5,681+56.7% | $6,843+30.1% | $3,740+138.1% |
| Admin fee / account holder | $6,567 | $6,052+8.5% | $9,310-29.5% | $5,306+23.8% |