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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 | $24,494 | $154,228-84.1% | $145,433-83.2% | $137,256-82.2% |
| Participation rate | 73.7% | 83.8%-10.1pp | 82.1%-8.4pp | 80.0%-6.3pp |
| Annual return | 31.11% | 74.59%-43.5pp | 66.58%-35.5pp | 220.34%-189.2pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,589 | $8,216-19.8% | $7,897-16.6% | $6,407+2.8% |
| Admin fee / account holder | $380 | $14,344-97.4% | $13,129-97.1% | $12,270-96.9% |