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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 | $48,076 | $89,367-46.2% | $141,191-65.9% | $72,975-34.1% |
| Participation rate | 85.3% | 75.1%+10.2pp | 82.5%+2.8pp | 69.5%+15.8pp |
| Annual return | 22.18% | 111.87%-89.7pp | 71.41%-49.2pp | 81.01%-58.8pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,004 | $5,419-26.1% | $6,710-40.3% | $3,608+11.0% |
| Admin fee / account holder | $1,347 | $5,957-77.4% | $10,264-86.9% | $5,124-73.7% |