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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 | $51,005 | $183,592-72.2% | $155,574-67.2% | $145,877-65.0% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 10.09% | 61.37%-51.3pp | 64.87%-54.8pp | 551.28%-541.2pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,214 | $6,466-34.8% | $5,629-25.1% | $6,691-37.0% |
| Admin fee / account holder | $499 | $19,316-97.4% | $15,914-96.9% | $13,402-96.3% |