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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 | $125,871 | $107,421+17.2% | $182,262-30.9% | $94,015+33.9% |
| Participation rate | 84.4% | 77.8%+6.7pp | 84.2%+0.2pp | 70.8%+13.6pp |
| Annual return | 17.92% | 21.32%-3.4pp | 140.60%-122.7pp | 17.84%+0.1pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $11,290 | $6,558+72.2% | $8,276+36.4% | $4,249+165.7% |
| Admin fee / account holder | $9,753 | $8,692+12.2% | $16,712-41.6% | $8,951+9.0% |