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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 | $39,417 | $157,296-74.9% | $141,191-72.1% | $152,897-74.2% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 17.03% | 64.34%-47.3pp | 71.41%-54.4pp | 345.43%-328.4pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,832 | $7,111-32.0% | $6,710-28.0% | $5,851-17.4% |
| Admin fee / account holder | $2,070 | $12,125-82.9% | $10,264-79.8% | $11,599-82.2% |