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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 | $30,510 | $136,860-77.7% | $120,344-74.6% | $154,746-80.3% |
| Participation rate | 84.6% | 79.9%+4.7pp | 76.7%+7.9pp | 80.7%+3.9pp |
| Annual return | 17.57% | 21.38%-3.8pp | 20.30%-2.7pp | 172.34%-154.8pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $11,595 | $5,793+100.1% | $5,135+125.8% | $6,730+72.3% |
| Admin fee / account holder | $353 | $15,393-97.7% | $12,742-97.2% | $14,365-97.5% |