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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 | $14,495 | $172,111-91.6% | $150,298-90.4% | $137,256-89.4% |
| Participation rate | 90.5% | 81.7%+8.8pp | 77.8%+12.7pp | 80.0%+10.5pp |
| Annual return | 24.71% | 69.37%-44.7pp | 62.79%-38.1pp | 220.34%-195.6pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,090 | $6,166-33.7% | $5,453-25.0% | $6,407-36.2% |
| Admin fee / account holder | $899 | $16,471-94.5% | $14,116-93.6% | $12,270-92.7% |