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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 | $63,549 | $55,902+13.7% | $76,030-16.4% | $80,959-21.5% |
| Participation rate | 86.7% | 62.1%+24.6pp | 69.1%+17.6pp | 67.7%+19.0pp |
| Annual return | 11.81% | 20.59%-8.8pp | 361.54%-349.7pp | 35.67%-23.9pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,670 | $3,051+118.6% | $4,257+56.7% | $4,300+55.1% |
| Admin fee / account holder | $1,104 | $5,239-78.9% | $6,421-82.8% | $6,925-84.1% |