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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 | $41,767 | $178,174-76.6% | $156,181-73.3% | $137,256-69.6% |
| Participation rate | 93.8% | 82.0%+11.7pp | 78.8%+14.9pp | 80.0%+13.8pp |
| Annual return | 14.59% | 84.19%-69.6pp | 64.87%-50.3pp | 220.34%-205.7pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,076 | $6,888-69.9% | $6,132-66.1% | $6,407-67.6% |
| Admin fee / account holder | $1,029 | $17,404-94.1% | $14,586-92.9% | $12,270-91.6% |