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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 | $52,078 | $63,346-17.8% | $92,240-43.5% | $70,126-25.7% |
| Participation rate | 87.3% | 68.7%+18.7pp | 76.5%+10.8pp | 69.5%+17.8pp |
| Annual return | 20.78% | 530.19%-509.4pp | 176.29%-155.5pp | 73.15%-52.4pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,054 | $2,854+42.0% | $3,897+4.0% | $3,332+21.7% |
| Admin fee / account holder | $365 | $3,841-90.5% | $5,194-93.0% | $4,645-92.1% |