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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 | $95,185 | $132,099-27.9% | $115,599-17.7% | $138,895-31.5% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.3%+15.7pp | 79.9%+10.1pp |
| Annual return | 20.01% | 176.76%-156.7pp | 111.10%-91.1pp | 145.39%-125.4pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $15,429 | $5,617+174.7% | $4,889+215.6% | $6,396+141.2% |
| Admin fee / account holder | $4,797 | $15,650-69.3% | $12,841-62.6% | $12,562-61.8% |