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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 | $20,871 | $97,125-78.5% | $86,233-75.8% | $137,256-84.8% |
| Participation rate | 92.9% | 74.2%+18.7pp | 69.0%+23.8pp | 80.0%+12.9pp |
| Annual return | 21.46% | 74.19%-52.7pp | 61.39%-39.9pp | 220.34%-198.9pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,310 | $5,180+41.1% | $4,559+60.3% | $6,407+14.1% |
| Admin fee / account holder | $564 | $9,725-94.2% | $8,342-93.2% | $12,270-95.4% |