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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 | $31,368 | $125,778-75.1% | $114,563-72.6% | $154,746-79.7% |
| Participation rate | 91.7% | 75.2%+16.5pp | 72.9%+18.8pp | 80.7%+11.0pp |
| Annual return | 15.41% | 295.14%-279.7pp | 241.09%-225.7pp | 172.34%-156.9pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,408 | $4,445-68.3% | $4,142-66.0% | $6,730-79.1% |
| Admin fee / account holder | $1,190 | $8,190-85.5% | $7,623-84.4% | $14,365-91.7% |