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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 | $95,449 | $89,259+6.9% | $107,187-11.0% | $82,637+15.5% |
| Participation rate | 82.6% | 67.9%+14.7pp | 75.0%+7.6pp | 68.1%+14.6pp |
| Annual return | 16.21% | 21.02%-4.8pp | 204.55%-188.3pp | 53.51%-37.3pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,927 | $4,037-52.3% | $5,096-62.2% | $4,126-53.3% |
| Admin fee / account holder | $3,518 | $7,381-52.3% | $9,162-61.6% | $7,339-52.1% |