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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 | $78,369 | $125,778-37.7% | $114,563-31.6% | $154,746-49.4% |
| Participation rate | 92.9% | 75.2%+17.7pp | 72.9%+20.0pp | 80.7%+12.2pp |
| Annual return | 15.58% | 295.14%-279.6pp | 241.09%-225.5pp | 172.34%-156.8pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,760 | $4,445-37.9% | $4,142-33.4% | $6,730-59.0% |
| Admin fee / account holder | $474 | $8,190-94.2% | $7,623-93.8% | $14,365-96.7% |