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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 | $174,379-91.7% | $152,093-90.5% | $138,895-89.6% |
| Participation rate | 90.5% | 81.6%+8.8pp | 77.8%+12.7pp | 79.9%+10.6pp |
| Annual return | 24.71% | 74.86%-50.1pp | 66.36%-41.6pp | 145.39%-120.7pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,090 | $6,159-33.6% | $5,451-25.0% | $6,396-36.1% |
| Admin fee / account holder | $899 | $16,880-94.7% | $14,497-93.8% | $12,562-92.8% |