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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 | $39,193 | $105,856-63.0% | $90,161-56.5% | $147,586-73.4% |
| Participation rate | 85.7% | 79.7%+6.0pp | 76.9%+8.8pp | 82.8%+2.9pp |
| Annual return | 10.23% | 37.63%-27.4pp | 34.89%-24.7pp | 578.59%-568.4pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $10,392 | $5,733+81.3% | $5,287+96.5% | $5,439+91.1% |
| Admin fee / account holder | $2,300 | $8,046-71.4% | $5,943-61.3% | $10,886-78.9% |