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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 | $36,803 | $102,938-64.2% | $94,105-60.9% | $138,895-73.5% |
| Participation rate | 85.7% | 74.6%+11.1pp | 71.9%+13.8pp | 79.9%+5.8pp |
| Annual return | 15.05% | 250.28%-235.2pp | 204.55%-189.5pp | 145.39%-130.3pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $13,633 | $4,196+224.9% | $3,881+251.3% | $6,396+113.1% |
| Admin fee / account holder | $1,123 | $6,600-83.0% | $6,199-81.9% | $12,562-91.1% |