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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 | $34,524 | $108,882-68.3% | $96,754-64.3% | $154,746-77.7% |
| Participation rate | 84.2% | 75.1%+9.1pp | 70.3%+13.9pp | 80.7%+3.5pp |
| Annual return | 14.65% | 98.39%-83.7pp | 82.04%-67.4pp | 172.34%-157.7pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,175 | $5,323-77.9% | $4,758-75.3% | $6,730-82.5% |
| Admin fee / account holder | $637 | $10,200-93.8% | $8,905-92.8% | $14,365-95.6% |