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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 | $54,697 | $93,345-41.4% | $119,126-54.1% | $87,485-37.5% |
| Participation rate | 78.6% | 68.7%+9.8pp | 75.8%+2.8pp | 68.9%+9.6pp |
| Annual return | 15.87% | 19.08%-3.2pp | 282.11%-266.2pp | 26.06%-10.2pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,730 | $4,099-33.4% | $5,318-48.7% | $4,274-36.1% |
| Admin fee / account holder | $584 | $8,039-92.7% | $10,693-94.5% | $7,775-92.5% |