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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 | $35,293 | $157,276-77.6% | $141,177-75.0% | $152,885-76.9% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 17.13% | 64.33%-47.2pp | 71.40%-54.3pp | 345.39%-328.3pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,376 | $7,110-10.3% | $6,710-5.0% | $5,851+9.0% |
| Admin fee / account holder | $438 | $12,123-96.4% | $10,263-95.7% | $11,598-96.2% |