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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 | $47,351 | $162,821-70.9% | $133,978-64.7% | $158,982-70.2% |
| Participation rate | 90.0% | 83.2%+6.8pp | 79.8%+10.2pp | 82.0%+8.0pp |
| Annual return | 18.52% | 41.95%-23.4pp | 45.10%-26.6pp | 302.99%-284.5pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,214 | $5,910-62.5% | $5,047-56.1% | $5,983-63.0% |
| Admin fee / account holder | $860 | $11,742-92.7% | $8,930-90.4% | $11,252-92.4% |