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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 | $94,212 | $124,346-24.2% | $111,308-15.4% | $167,536-43.8% |
| Participation rate | 87.5% | 79.6%+7.9pp | 77.3%+10.2pp | 82.1%+5.4pp |
| Annual return | 10.51% | 37.45%-26.9pp | 54.67%-44.2pp | 478.82%-468.3pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,872 | $5,182-6.0% | $4,487+8.6% | $6,342-23.2% |
| Admin fee / account holder | $1,628 | $10,621-84.7% | $7,965-79.6% | $12,315-86.8% |