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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 | $26,086 | $162,136-83.9% | $152,301-82.9% | $154,746-83.1% |
| Participation rate | 87.5% | 84.1%+3.4pp | 82.4%+5.1pp | 80.7%+6.8pp |
| Annual return | 22.39% | 91.02%-68.6pp | 80.50%-58.1pp | 172.34%-149.9pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,873 | $8,341-17.6% | $8,004-14.1% | $6,730+2.1% |
| Admin fee / account holder | $1,510 | $15,759-90.4% | $14,398-89.5% | $14,365-89.5% |