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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 | $49,835 | $209,336-76.2% | $197,124-74.7% | $137,256-63.7% |
| Participation rate | 86.7% | 87.3%-0.6pp | 86.7%0pp | 80.0%+6.7pp |
| Annual return | 18.50% | 48.09%-29.6pp | 44.34%-25.8pp | 220.34%-201.8pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $13,082 | $9,614+36.1% | $9,135+43.2% | $6,407+104.2% |
| Admin fee / account holder | $1,922 | $17,308-88.9% | $16,298-88.2% | $12,270-84.3% |