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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 | $52,797 | $157,276-66.4% | $141,177-62.6% | $152,885-65.5% |
| Participation rate | 86.7% | 84.8%+1.8pp | 82.5%+4.2pp | 82.5%+4.2pp |
| Annual return | 23.98% | 64.33%-40.4pp | 71.40%-47.4pp | 345.39%-321.4pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $15,872 | $7,110+123.2% | $6,710+136.5% | $5,851+171.3% |
| Admin fee / account holder | $359 | $12,123-97.0% | $10,263-96.5% | $11,598-96.9% |