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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 | $99,185 | $157,829-37.2% | $136,867-27.5% | $198,609-50.1% |
| Participation rate | 71.4% | 77.2%-5.7pp | 74.5%-3.1pp | 82.4%-10.9pp |
| Annual return | 12.73% | 51.25%-38.5pp | 42.97%-30.2pp | 202.70%-190.0pp |
| Employer contribution / active EE | $0 | $3,923-100.0% | $3,547-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,796 | $5,463-67.1% | $4,924-63.5% | $6,977-74.3% |
| Admin fee / account holder | $1,065 | $11,107-90.4% | $10,340-89.7% | $19,030-94.4% |