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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 | $168,340 | $127,386+32.1% | $115,037+46.3% | $125,388+34.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 2.14% | 31.28%-29.1pp | 26.14%-24.0pp | 282.24%-280.1pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $8,375 | $6,423+30.4% | $6,026+39.0% | $5,352+56.5% |
| Admin fee / account holder | $764 | $9,516-92.0% | $8,175-90.7% | $9,541-92.0% |