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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 | $52,672 | $114,013-53.8% | $103,693-49.2% | $155,188-66.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 12.63% | 49.31%-36.7pp | 47.61%-35.0pp | 148.84%-136.2pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $12,651 | $4,970+154.5% | $4,579+176.3% | $6,531+93.7% |
| Admin fee / account holder | $1,522 | $8,407-81.9% | $7,858-80.6% | $14,480-89.5% |