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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 | $38,455 | $114,013-66.3% | $103,693-62.9% | $155,188-75.2% |
| Participation rate | 81.3% | 75.2%+6.1pp | 72.6%+8.6pp | 80.8%+0.4pp |
| Annual return | 18.86% | 49.31%-30.5pp | 47.61%-28.8pp | 148.84%-130.0pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,310 | $4,970+6.9% | $4,579+16.0% | $6,531-18.7% |
| Admin fee / account holder | $869 | $8,407-89.7% | $7,858-88.9% | $14,480-94.0% |