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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 | $36,593 | $162,136-77.4% | $152,301-76.0% | $154,746-76.4% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 11.56% | 91.02%-79.5pp | 80.50%-68.9pp | 172.34%-160.8pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,859 | $8,341-65.7% | $8,004-64.3% | $6,730-57.5% |
| Admin fee / account holder | $3,105 | $15,759-80.3% | $14,398-78.4% | $14,365-78.4% |