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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 | $63,105 | $63,354-0.4% | $94,105-32.9% | $82,637-23.6% |
| Participation rate | 89.3% | 63.8%+25.5pp | 71.9%+17.3pp | 68.1%+21.2pp |
| Annual return | 14.90% | 34.36%-19.5pp | 204.55%-189.7pp | 53.51%-38.6pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $2,504-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $7,664 | $2,873+166.7% | $3,881+97.5% | $4,126+85.7% |
| Admin fee / account holder | $1,932 | $5,073-61.9% | $6,199-68.8% | $7,339-73.7% |