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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 | $110,731 | $91,198+21.4% | $178,503-38.0% | $79,856+38.7% |
| Participation rate | 83.3% | 69.2%+14.1pp | 81.9%+1.4pp | 69.6%+13.7pp |
| Annual return | 16.89% | 24.20%-7.3pp | 151.12%-134.2pp | 31.71%-14.8pp |
| Employer contribution / active EE | $1 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,257 | $3,237-61.2% | $5,202-75.8% | $3,741-66.4% |
| Admin fee / account holder | $6,270 | $6,748-7.1% | $13,987-55.2% | $5,306+18.2% |