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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 | $48,414 | $127,387-62.0% | $115,038-57.9% | $125,389-61.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.61% | 31.28%-31.9pp | 26.14%-26.8pp | 282.24%-282.9pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $8,325 | $6,423+29.6% | $6,026+38.1% | $5,352+55.6% |
| Admin fee / account holder | $2,579 | $9,516-72.9% | $8,175-68.5% | $9,541-73.0% |