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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 | $156,398-76.1% | $147,318-74.6% | $138,895-73.1% |
| Participation rate | 78.9% | 83.8%-4.8pp | 82.1%-3.1pp | 79.9%-1.0pp |
| Annual return | 28.09% | 78.75%-50.7pp | 70.43%-42.3pp | 145.39%-117.3pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $11,306 | $8,237+37.2% | $7,906+43.0% | $6,396+76.8% |
| Admin fee / account holder | $2,031 | $14,976-86.4% | $13,708-85.2% | $12,562-83.8% |