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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 | $16,929 | $156,398-89.2% | $147,318-88.5% | $138,895-87.8% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.6pp | 79.9%+11.7pp |
| Annual return | 17.64% | 78.75%-61.1pp | 70.43%-52.8pp | 145.39%-127.8pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,181 | $8,237-49.2% | $7,906-47.1% | $6,396-34.6% |
| Admin fee / account holder | $692 | $14,976-95.4% | $13,708-94.9% | $12,562-94.5% |