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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 | $72,760 | $102,638-29.1% | $81,982-11.2% | $158,982-54.2% |
| Participation rate | 88.2% | 75.5%+12.7pp | 69.3%+19.0pp | 82.0%+6.3pp |
| Annual return | 11.58% | 61.05%-49.5pp | 41.31%-29.7pp | 302.99%-291.4pp |
| Employer contribution / active EE | $0 | $3,241-100.0% | $2,498-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,898 | $4,649-59.2% | $3,722-49.0% | $5,983-68.3% |
| Admin fee / account holder | $1,297 | $8,237-84.3% | $5,665-77.1% | $11,252-88.5% |