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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 | $44,576 | $115,810-61.5% | $101,271-56.0% | $158,966-72.0% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 16.20% | 56.15%-40.0pp | 46.48%-30.3pp | 302.95%-286.7pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,488 | $4,958-49.8% | $4,371-43.1% | $5,983-58.4% |
| Admin fee / account holder | $1,384 | $7,248-80.9% | $5,948-76.7% | $11,250-87.7% |