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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 | $43,366 | $165,381-73.8% | $149,730-71.0% | $158,966-72.7% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 24.89% | 348.29%-323.4pp | 276.70%-251.8pp | 302.95%-278.1pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $16,070 | $7,182+123.7% | $6,843+134.8% | $5,983+168.6% |
| Admin fee / account holder | $1,556 | $10,809-85.6% | $9,310-83.3% | $11,250-86.2% |