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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 | $46,975 | $101,618-53.8% | $93,063-49.5% | $137,256-65.8% |
| Participation rate | 88.9% | 74.9%+14.0pp | 72.1%+16.8pp | 80.0%+8.9pp |
| Annual return | 16.99% | 223.95%-207.0pp | 34.15%-17.2pp | 220.34%-203.3pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $13,552 | $4,279+216.7% | $3,958+242.4% | $6,407+111.5% |
| Admin fee / account holder | $598 | $6,198-90.4% | $6,033-90.1% | $12,270-95.1% |