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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 | $62,152 | $108,942-42.9% | $100,415-38.1% | $145,897-57.4% |
| Participation rate | 87.5% | 83.0%+4.5pp | 81.5%+6.0pp | 80.3%+7.2pp |
| Annual return | 18.39% | 58.27%-39.9pp | 49.47%-31.1pp | 552.29%-533.9pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,715 | $8,461-56.1% | $8,091-54.1% | $6,689-44.5% |
| Admin fee / account holder | $540 | $9,702-94.4% | $7,906-93.2% | $13,390-96.0% |