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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 | $95,900 | $108,922-12.0% | $100,398-4.5% | $145,978-34.3% |
| Participation rate | 81.8% | 83.0%-1.1pp | 81.5%+0.3pp | 80.3%+1.5pp |
| Annual return | 12.04% | 58.04%-46.0pp | 49.32%-37.3pp | 550.52%-538.5pp |
| Employer contribution / active EE | $0 | $4,426-100.0% | $3,946-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,052 | $8,450-16.5% | $8,084-12.8% | $6,690+5.4% |
| Admin fee / account holder | $8,321 | $9,680-14.0% | $7,893+5.4% | $13,400-37.9% |