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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 | $43,139 | $98,766-56.3% | $149,730-71.2% | $79,852-46.0% |
| Participation rate | 74.1% | 75.8%-1.7pp | 82.5%-8.4pp | 69.6%+4.4pp |
| Annual return | 20.56% | 27.43%-6.9pp | 276.70%-256.1pp | 31.72%-11.2pp |
| Employer contribution / active EE | -$3 | $3,217-100.1% | $4,645-100.1% | $2,471-100.1% |
| Participant deferral / active EE | $2,467 | $5,681-56.6% | $6,843-63.9% | $3,740-34.0% |
| Admin fee / account holder | $4,196 | $6,052-30.7% | $9,310-54.9% | $5,306-20.9% |