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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 | $34,461 | $125,778-72.6% | $114,563-69.9% | $154,746-77.7% |
| Participation rate | 82.4% | 75.2%+7.2pp | 72.9%+9.5pp | 80.7%+1.7pp |
| Annual return | 13.97% | 295.14%-281.2pp | 241.09%-227.1pp | 172.34%-158.4pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,595 | $4,445+3.4% | $4,142+10.9% | $6,730-31.7% |
| Admin fee / account holder | $1,928 | $8,190-76.5% | $7,623-74.7% | $14,365-86.6% |