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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 | $60,914 | $91,559-33.5% | $133,978-54.5% | $79,856-23.7% |
| Participation rate | 88.5% | 73.3%+15.1pp | 79.8%+8.6pp | 69.6%+18.8pp |
| Annual return | 12.63% | 61.85%-49.2pp | 45.10%-32.5pp | 31.71%-19.1pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,342 | $3,734-10.5% | $5,047-33.8% | $3,741-10.6% |
| Admin fee / account holder | $1,433 | $6,321-77.3% | $8,930-84.0% | $5,306-73.0% |