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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 | $78,369 | $102,938-23.9% | $94,105-16.7% | $138,895-43.6% |
| Participation rate | 92.9% | 74.6%+18.2pp | 71.9%+20.9pp | 79.9%+12.9pp |
| Annual return | 15.58% | 250.28%-234.7pp | 204.55%-189.0pp | 145.39%-129.8pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,760 | $4,196-34.2% | $3,881-28.9% | $6,396-56.9% |
| Admin fee / account holder | $474 | $6,600-92.8% | $6,199-92.4% | $12,562-96.2% |