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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 | $31,914 | $178,174-82.1% | $156,181-79.6% | $137,256-76.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 21.53% | 84.19%-62.7pp | 64.87%-43.3pp | 220.34%-198.8pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $11,100 | $6,888+61.2% | $6,132+81.0% | $6,407+73.3% |
| Admin fee / account holder | $478 | $17,404-97.3% | $14,586-96.7% | $12,270-96.1% |