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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 | $36,407 | $185,312-80.4% | $161,489-77.5% | $154,746-76.5% |
| Participation rate | 76.2% | 82.5%-6.3pp | 78.7%-2.5pp | 80.7%-4.5pp |
| Annual return | 14.99% | 103.84%-88.9pp | 89.72%-74.7pp | 172.34%-157.3pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,531 | $6,350-28.6% | $5,630-19.5% | $6,730-32.7% |
| Admin fee / account holder | $3,068 | $18,654-83.6% | $16,006-80.8% | $14,365-78.6% |