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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 | $71,576 | $114,119-37.3% | $107,187-33.2% | $138,895-48.5% |
| Participation rate | 82.4% | 78.1%+4.3pp | 75.0%+7.3pp | 79.9%+2.4pp |
| Annual return | 23.16% | 273.21%-250.0pp | 204.55%-181.4pp | 145.39%-122.2pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,535 | $5,538+18.0% | $5,096+28.2% | $6,396+2.2% |
| Admin fee / account holder | $549 | $10,024-94.5% | $9,162-94.0% | $12,562-95.6% |