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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 | $156,398-80.5% | $147,318-79.3% | $138,895-78.0% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 20.37% | 78.75%-58.4pp | 70.43%-50.1pp | 145.39%-125.0pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $9,021 | $8,237+9.5% | $7,906+14.1% | $6,396+41.0% |
| Admin fee / account holder | $547 | $14,976-96.3% | $13,708-96.0% | $12,562-95.6% |