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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 | $101,618-69.1% | $93,063-66.3% | $137,256-77.1% |
| Participation rate | 91.7% | 74.9%+16.7pp | 72.1%+19.6pp | 80.0%+11.7pp |
| Annual return | 15.41% | 223.95%-208.5pp | 34.15%-18.7pp | 220.34%-204.9pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,408 | $4,279-67.1% | $3,958-64.4% | $6,407-78.0% |
| Admin fee / account holder | $1,190 | $6,198-80.8% | $6,033-80.3% | $12,270-90.3% |