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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 | $69,643 | $53,128+31.1% | $86,582-19.6% | $70,126-0.7% |
| Participation rate | 97.2% | 65.3%+31.9pp | 73.5%+23.7pp | 69.5%+27.7pp |
| Annual return | 19.99% | 27.66%-7.7pp | 965.08%-945.1pp | 73.15%-53.2pp |
| Employer contribution / active EE | -$40 | $2,068-101.9% | $2,839-101.4% | $2,343-101.7% |
| Participant deferral / active EE | $3,930 | $2,695+45.8% | $3,609+8.9% | $3,332+18.0% |
| Admin fee / account holder | $4,980 | $3,584+39.0% | $4,904+1.5% | $4,645+7.2% |