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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 | $59,719 | $48,011+24.4% | $63,803-6.4% | $82,637-27.7% |
| Participation rate | 75.0% | 66.6%+8.4pp | 72.7%+2.3pp | 68.1%+6.9pp |
| Annual return | 13.05% | 19.84%-6.8pp | 543.72%-530.7pp | 53.51%-40.5pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,269 | $2,846-20.3% | $3,843-41.0% | $4,126-45.0% |
| Admin fee / account holder | $1,055 | $3,873-72.8% | $5,196-79.7% | $7,339-85.6% |