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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 | $32,482 | $118,708-72.6% | $98,920-67.2% | $158,966-79.6% |
| Participation rate | 94.4% | 77.8%+16.6pp | 76.0%+18.4pp | 82.0%+12.5pp |
| Annual return | 16.07% | 372.49%-356.4pp | 196.47%-180.4pp | 302.95%-286.9pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,519 | $5,089-30.9% | $4,245-17.1% | $5,983-41.2% |
| Admin fee / account holder | $5,665 | $10,134-44.1% | $6,643-14.7% | $11,250-49.6% |