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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 | $51,828 | $155,555-66.7% | $146,866-64.7% | $155,188-66.6% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.5%+7.5pp | 80.8%+9.2pp |
| Annual return | 19.29% | 115.41%-96.1pp | 102.85%-83.6pp | 148.84%-129.5pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $15,515 | $8,044+92.9% | $7,759+100.0% | $6,531+137.6% |
| Admin fee / account holder | $632 | $14,755-95.7% | $13,620-95.4% | $14,480-95.6% |