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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 | $91,657 | $103,000-11.0% | $90,300+1.5% | $152,885-40.0% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.5%+0.9pp |
| Annual return | 19.25% | 95.19%-75.9pp | 78.11%-58.9pp | 345.39%-326.1pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $2,854-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,832 | $4,281+12.9% | $3,884+24.4% | $5,851-17.4% |
| Admin fee / account holder | $2,718 | $6,173-56.0% | $5,353-49.2% | $11,598-76.6% |