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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 | $52,547 | $102,938-49.0% | $94,105-44.2% | $138,895-62.2% |
| Participation rate | 90.0% | 74.6%+15.4pp | 71.9%+18.1pp | 79.9%+10.1pp |
| Annual return | 39.11% | 250.28%-211.2pp | 204.55%-165.4pp | 145.39%-106.3pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $9,214 | $4,196+119.6% | $3,881+137.4% | $6,396+44.0% |
| Admin fee / account holder | $2,610 | $6,600-60.4% | $6,199-57.9% | $12,562-79.2% |