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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 | $20,391 | $81,276-74.9% | $155,574-86.9% | $80,925-74.8% |
| Participation rate | 90.5% | 66.2%+24.2pp | 78.2%+12.3pp | 67.7%+22.8pp |
| Annual return | 64.13% | 33.36%+30.8pp | 64.87%-0.7pp | 35.65%+28.5pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $10,101 | $3,453+192.5% | $5,629+79.4% | $4,299+135.0% |
| Admin fee / account holder | $1,858 | $7,993-76.8% | $15,914-88.3% | $6,940-73.2% |