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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 | $38,106 | $155,555-75.5% | $146,866-74.1% | $155,188-75.4% |
| Participation rate | 92.3% | 84.0%+8.4pp | 82.5%+9.8pp | 80.8%+11.5pp |
| Annual return | 19.04% | 115.41%-96.4pp | 102.85%-83.8pp | 148.84%-129.8pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $12,208 | $8,044+51.8% | $7,759+57.3% | $6,531+86.9% |
| Admin fee / account holder | $333 | $14,755-97.7% | $13,620-97.6% | $14,480-97.7% |