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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 | $54,062 | $139,948-61.4% | $121,663-55.6% | $154,746-65.1% |
| Participation rate | 86.7% | 78.0%+8.7pp | 74.5%+12.2pp | 80.7%+6.0pp |
| Annual return | 37.98% | 230.52%-192.5pp | 147.54%-109.6pp | 172.34%-134.4pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,311 | $5,629-23.4% | $4,887-11.8% | $6,730-36.0% |
| Admin fee / account holder | $33,002 | $17,321+90.5% | $14,289+131.0% | $14,365+129.7% |