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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 | $51,257 | $114,013-55.0% | $103,693-50.6% | $155,188-67.0% |
| Participation rate | 77.3% | 75.2%+2.1pp | 72.6%+4.6pp | 80.8%-3.5pp |
| Annual return | 16.70% | 49.31%-32.6pp | 47.61%-30.9pp | 148.84%-132.1pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,953 | $4,970-20.5% | $4,579-13.7% | $6,531-39.5% |
| Admin fee / account holder | $2,273 | $8,407-73.0% | $7,858-71.1% | $14,480-84.3% |