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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 | $43,175 | $208,088-79.3% | $186,193-76.8% | $154,746-72.1% |
| Participation rate | 80.0% | 80.0%0pp | 77.1%+2.9pp | 80.7%-0.7pp |
| Annual return | 17.29% | 89.97%-72.7pp | 78.03%-60.7pp | 172.34%-155.0pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $17,017 | $7,078+140.4% | $6,513+161.3% | $6,730+152.8% |
| Admin fee / account holder | $422 | $11,698-96.4% | $11,058-96.2% | $14,365-97.1% |