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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 | $38,452 | $201,370-80.9% | $184,256-79.1% | $145,897-73.6% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 15.29% | 29.05%-13.8pp | 28.85%-13.6pp | 552.29%-537.0pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,830 | $9,808+0.2% | $9,133+7.6% | $6,689+46.9% |
| Admin fee / account holder | $2,802 | $16,364-82.9% | $13,899-79.8% | $13,390-79.1% |