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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 | $25,473 | $100,970-74.8% | $96,576-73.6% | $137,256-81.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 18.61% | 38.16%-19.6pp | 38.47%-19.9pp | 220.34%-201.7pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $14,125 | $8,286+70.5% | $7,956+77.5% | $6,407+120.5% |
| Admin fee / account holder | $4,068 | $11,312-64.0% | $11,381-64.3% | $12,270-66.8% |