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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 | $102,636 | $181,062-43.3% | $158,223-35.1% | $155,188-33.9% |
| Participation rate | 73.3% | 82.7%-9.3pp | 79.2%-5.9pp | 80.8%-7.5pp |
| Annual return | 16.70% | 57.39%-40.7pp | 52.09%-35.4pp | 148.84%-132.1pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $11,054 | $6,134+80.2% | $5,467+102.2% | $6,531+69.3% |
| Admin fee / account holder | $578 | $18,825-96.9% | $16,047-96.4% | $14,480-96.0% |