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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 | $70,684-21.6% | $169,390-67.3% | $75,173-26.3% |
| Participation rate | 88.5% | 64.8%+23.7pp | 77.2%+11.3pp | 67.2%+21.3pp |
| Annual return | 26.88% | 36.38%-9.5pp | 406.07%-379.2pp | 160.72%-133.8pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $13,151 | $4,310+205.1% | $6,222+111.3% | $4,126+218.7% |
| Admin fee / account holder | $3,116 | $5,404-42.3% | $9,015-65.4% | $5,651-44.9% |