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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 | $18,866 | $182,442-89.7% | $163,379-88.5% | $138,895-86.4% |
| Participation rate | 92.9% | 79.8%+13.1pp | 76.8%+16.0pp | 79.9%+12.9pp |
| Annual return | 17.93% | 72.74%-54.8pp | 63.41%-45.5pp | 145.39%-127.5pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,059 | $6,817-25.8% | $6,282-19.5% | $6,396-20.9% |
| Admin fee / account holder | $3,104 | $10,396-70.1% | $9,818-68.4% | $12,562-75.3% |