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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 | $22,664 | $92,798-75.6% | $96,707-76.6% | $137,256-83.5% |
| Participation rate | 86.4% | 81.6%+4.7pp | 80.4%+6.0pp | 80.0%+6.4pp |
| Annual return | 22.09% | 31.24%-9.2pp | 34.78%-12.7pp | 220.34%-198.3pp |
| Employer contribution / active EE | $0 | $4,147-100.0% | $4,191-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $10,225 | $5,877+74.0% | $5,997+70.5% | $6,407+59.6% |
| Admin fee / account holder | $916 | $7,946-88.5% | $7,503-87.8% | $12,270-92.5% |