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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 | $191,807 | $131,835+45.5% | $108,582+76.6% | $273,972-30.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 8.65% | -91.57%+100.2pp | -51.70%+60.4pp | 41.46%-32.8pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $16,029 | $5,127+212.6% | $4,311+271.8% | $5,287+203.2% |
| Admin fee / account holder | $419 | $10,253-95.9% | $7,645-94.5% | $10,133-95.9% |