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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 | $20,830 | $49,976-58.3% | $66,674-68.8% | $82,637-74.8% |
| Participation rate | 93.1% | 63.1%+30.0pp | 73.7%+19.4pp | 68.1%+25.0pp |
| Annual return | 23.59% | 39.09%-15.5pp | 321.24%-297.7pp | 53.51%-29.9pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,068 | $2,847+42.9% | $4,084-0.4% | $4,126-1.4% |
| Admin fee / account holder | $2,148 | $4,594-53.2% | $5,098-57.9% | $7,339-70.7% |