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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 | $179,806 | $98,240+83.0% | $82,312+118.4% | $147,586+21.8% |
| Participation rate | 71.4% | 79.7%-8.3pp | 76.9%-5.5pp | 82.8%-11.4pp |
| Annual return | 18.42% | 30.85%-12.4pp | 25.88%-7.5pp | 578.59%-560.2pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $11,949 | $4,383+172.6% | $3,706+222.4% | $5,439+119.7% |
| Admin fee / account holder | $32,991 | $8,563+285.3% | $5,608+488.3% | $10,886+203.1% |