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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 | $82,209 | $182,442-54.9% | $163,379-49.7% | $138,895-40.8% |
| Participation rate | 83.3% | 79.8%+3.6pp | 76.8%+6.5pp | 79.9%+3.4pp |
| Annual return | 13.87% | 72.74%-58.9pp | 63.41%-49.5pp | 145.39%-131.5pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,742 | $6,817-59.8% | $6,282-56.4% | $6,396-57.1% |
| Admin fee / account holder | $704 | $10,396-93.2% | $9,818-92.8% | $12,562-94.4% |