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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 | $44,337 | $156,398-71.7% | $147,318-69.9% | $138,895-68.1% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 79.9%+10.1pp |
| Annual return | 14.41% | 78.75%-64.3pp | 70.43%-56.0pp | 145.39%-131.0pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $11,231 | $8,237+36.3% | $7,906+42.1% | $6,396+75.6% |
| Admin fee / account holder | $806 | $14,976-94.6% | $13,708-94.1% | $12,562-93.6% |