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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 | $4,304 | $102,938-95.8% | $94,105-95.4% | $138,895-96.9% |
| Participation rate | 90.0% | 74.6%+15.4pp | 71.9%+18.1pp | 79.9%+10.1pp |
| Annual return | 17.48% | 250.28%-232.8pp | 204.55%-187.1pp | 145.39%-127.9pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,690 | $4,196-35.9% | $3,881-30.7% | $6,396-58.0% |
| Admin fee / account holder | $332 | $6,600-95.0% | $6,199-94.6% | $12,562-97.4% |