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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 | $133,920 | $174,379-23.2% | $152,093-11.9% | $138,895-3.6% |
| Participation rate | 80.0% | 81.6%-1.6pp | 77.8%+2.2pp | 79.9%+0.1pp |
| Annual return | 24.87% | 74.86%-50.0pp | 66.36%-41.5pp | 145.39%-120.5pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,800 | $6,159+10.4% | $5,451+24.7% | $6,396+6.3% |
| Admin fee / account holder | $1,282 | $16,880-92.4% | $14,497-91.2% | $12,562-89.8% |