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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 | $16,930 | $155,555-89.1% | $146,866-88.5% | $155,188-89.1% |
| Participation rate | 70.6% | 84.0%-13.4pp | 82.5%-11.9pp | 80.8%-10.2pp |
| Annual return | 16.85% | 115.41%-98.6pp | 102.85%-86.0pp | 148.84%-132.0pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,400 | $8,044-57.7% | $7,759-56.2% | $6,531-47.9% |
| Admin fee / account holder | $3,227 | $14,755-78.1% | $13,620-76.3% | $14,480-77.7% |