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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 | $85,482 | $124,346-31.3% | $111,308-23.2% | $167,536-49.0% |
| Participation rate | 84.2% | 79.6%+4.6pp | 77.3%+6.9pp | 82.1%+2.1pp |
| Annual return | 16.59% | 37.45%-20.9pp | 54.67%-38.1pp | 478.82%-462.2pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $5,881 | $5,182+13.5% | $4,487+31.1% | $6,342-7.3% |
| Admin fee / account holder | $9,698 | $10,621-8.7% | $7,965+21.8% | $12,315-21.2% |