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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 | $37,354 | $154,228-75.8% | $145,433-74.3% | $137,256-72.8% |
| Participation rate | 78.9% | 83.8%-4.8pp | 82.1%-3.2pp | 80.0%-1.0pp |
| Annual return | 28.09% | 74.59%-46.5pp | 66.58%-38.5pp | 220.34%-192.2pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $11,306 | $8,216+37.6% | $7,897+43.2% | $6,407+76.5% |
| Admin fee / account holder | $2,031 | $14,344-85.8% | $13,129-84.5% | $12,270-83.4% |