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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 | $27,663 | $127,387-78.3% | $115,038-76.0% | $125,389-77.9% |
| Participation rate | 71.4% | 84.2%-12.7pp | 81.4%-9.9pp | 83.2%-11.8pp |
| Annual return | 35.79% | 31.28%+4.5pp | 26.14%+9.6pp | 282.24%-246.5pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,355 | $6,423-47.8% | $6,026-44.3% | $5,352-37.3% |
| Admin fee / account holder | $312 | $9,516-96.7% | $8,175-96.2% | $9,541-96.7% |