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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 | $54,146 | $112,131-51.7% | $95,964-43.6% | $158,982-65.9% |
| Participation rate | 83.3% | 79.0%+4.3pp | 77.1%+6.2pp | 82.0%+1.4pp |
| Annual return | 18.30% | 171.19%-152.9pp | 91.64%-73.3pp | 302.99%-284.7pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,701 | $4,784-22.6% | $4,167-11.2% | $5,983-38.1% |
| Admin fee / account holder | $1,101 | $10,136-89.1% | $6,797-83.8% | $11,252-90.2% |