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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 | $95,249 | $165,361-42.4% | $149,715-36.4% | $158,950-40.1% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 10.51% | 348.24%-337.7pp | 276.66%-266.1pp | 302.91%-292.4pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,975 | $7,182-58.6% | $6,842-56.5% | $5,983-50.3% |
| Admin fee / account holder | $591 | $10,808-94.5% | $9,310-93.6% | $11,248-94.7% |