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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 | $39,471 | $61,125-35.4% | $94,057-58.0% | $87,485-54.9% |
| Participation rate | 90.2% | 64.1%+26.2pp | 73.3%+16.9pp | 68.9%+21.3pp |
| Annual return | 19.07% | 35.20%-16.1pp | 480.62%-461.6pp | 26.06%-7.0pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,666 | $3,260+73.8% | $4,709+20.3% | $4,274+32.6% |
| Admin fee / account holder | $2,379 | $5,629-57.7% | $7,244-67.2% | $7,775-69.4% |