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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 | $30,543 | $155,555-80.4% | $146,866-79.2% | $155,188-80.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 20.37% | 115.41%-95.0pp | 102.85%-82.5pp | 148.84%-128.5pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $9,021 | $8,044+12.1% | $7,759+16.3% | $6,531+38.1% |
| Admin fee / account holder | $547 | $14,755-96.3% | $13,620-96.0% | $14,480-96.2% |