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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 | $103,117 | $85,094+21.2% | $76,327+35.1% | $145,884-29.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.2%+20.8pp | 80.3%+19.7pp |
| Annual return | 29.23% | 13.13%+16.1pp | 13.79%+15.4pp | 551.85%-522.6pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,584-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $25,417 | $6,390+297.7% | $5,478+364.0% | $6,690+279.9% |
| Admin fee / account holder | $531 | $5,773-90.8% | $5,139-89.7% | $13,392-96.0% |