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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 | $43,763 | $70,684-38.1% | $169,397-74.2% | $75,177-41.8% |
| Participation rate | 88.9% | 64.8%+24.1pp | 77.2%+11.7pp | 67.2%+21.7pp |
| Annual return | 18.68% | 36.38%-17.7pp | 406.23%-387.6pp | 160.75%-142.1pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $9,455 | $4,310+119.4% | $6,223+51.9% | $4,126+129.1% |
| Admin fee / account holder | $3,968 | $5,404-26.6% | $9,017-56.0% | $5,651-29.8% |