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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 | $57,286 | $223,823-74.4% | $211,142-72.9% | $154,746-63.0% |
| Participation rate | 80.0% | 87.9%-7.9pp | 87.3%-7.3pp | 80.7%-0.7pp |
| Annual return | 11.41% | 50.39%-39.0pp | 46.84%-35.4pp | 172.34%-160.9pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $14,680 | $9,750+50.6% | $9,284+58.1% | $6,730+118.1% |
| Admin fee / account holder | $25,716 | $19,707+30.5% | $19,076+34.8% | $14,365+79.0% |