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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 | $170,739 | $106,918+59.7% | $84,021+103.2% | $152,897+11.7% |
| Participation rate | 70.0% | 75.2%-5.2pp | 69.0%+1.0pp | 82.5%-12.5pp |
| Annual return | 17.30% | 105.01%-87.7pp | 71.32%-54.0pp | 345.43%-328.1pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,669 | $4,012-58.4% | $3,239-48.5% | $5,851-71.5% |
| Admin fee / account holder | $2,837 | $8,288-65.8% | $6,102-53.5% | $11,599-75.5% |