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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 | $119,572 | $89,370+33.8% | $141,197-15.3% | $72,976+63.9% |
| Participation rate | 73.2% | 75.1%-2.0pp | 82.5%-9.3pp | 69.5%+3.7pp |
| Annual return | 23.20% | 111.88%-88.7pp | 71.41%-48.2pp | 81.02%-57.8pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,523 | $5,419-16.5% | $6,710-32.6% | $3,608+25.4% |
| Admin fee / account holder | $7,312 | $5,957+22.8% | $10,265-28.8% | $5,124+42.7% |