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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 | $55,438 | $70,666-21.5% | $169,385-67.3% | $75,181-26.3% |
| Participation rate | 88.5% | 64.8%+23.7pp | 77.2%+11.3pp | 67.2%+21.3pp |
| Annual return | 26.88% | 36.37%-9.5pp | 405.82%-378.9pp | 160.69%-133.8pp |
| Employer contribution / active EE | $0 | $2,210-100.0% | $4,012-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $13,151 | $4,308+205.2% | $6,221+111.4% | $4,126+218.7% |
| Admin fee / account holder | $3,116 | $5,402-42.3% | $9,011-65.4% | $5,650-44.8% |