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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 | $58,718 | $197,625-70.3% | $177,840-67.0% | $158,966-63.1% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.7%+2.3pp | 82.0%+8.0pp |
| Annual return | 16.43% | 58.76%-42.3pp | 48.32%-31.9pp | 302.95%-286.5pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,176 | $8,405-50.3% | $7,714-45.9% | $5,983-30.2% |
| Admin fee / account holder | $9,869 | $15,405-35.9% | $12,431-20.6% | $11,250-12.3% |