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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 | $75,008 | $111,535-32.7% | $105,223-28.7% | $137,256-45.4% |
| Participation rate | 76.5% | 78.1%-1.6pp | 75.0%+1.4pp | 80.0%-3.5pp |
| Annual return | 11.70% | 237.85%-226.2pp | 180.65%-168.9pp | 220.34%-208.6pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,985 | $5,500-63.9% | $5,072-60.9% | $6,407-69.0% |
| Admin fee / account holder | $983 | $9,721-89.9% | $8,859-88.9% | $12,270-92.0% |