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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 | $187,514 | $97,125+93.1% | $86,233+117.5% | $137,256+36.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 19.12% | 74.19%-55.1pp | 61.39%-42.3pp | 220.34%-201.2pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $14,846 | $5,180+186.6% | $4,559+225.6% | $6,407+131.7% |
| Admin fee / account holder | $3,489 | $9,725-64.1% | $8,342-58.2% | $12,270-71.6% |