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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 | $99,375 | $162,821-39.0% | $133,978-25.8% | $158,982-37.5% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 13.14% | 41.95%-28.8pp | 45.10%-32.0pp | 302.99%-289.9pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,834 | $5,910-35.1% | $5,047-24.0% | $5,983-35.9% |
| Admin fee / account holder | $396 | $11,742-96.6% | $8,930-95.6% | $11,252-96.5% |