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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 | $51,043 | $86,288-40.8% | $111,306-54.1% | $85,851-40.5% |
| Participation rate | 97.4% | 73.3%+24.0pp | 77.3%+20.0pp | 69.3%+28.0pp |
| Annual return | 14.48% | 19.99%-5.5pp | 54.67%-40.2pp | 318.63%-304.2pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,117 | $3,641-14.4% | $4,488-30.5% | $3,952-21.1% |
| Admin fee / account holder | $827 | $8,189-89.9% | $7,966-89.6% | $6,261-86.8% |