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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 | $63,377 | $100,970-37.2% | $96,576-34.4% | $137,256-53.8% |
| Participation rate | 90.0% | 82.6%+7.4pp | 81.4%+8.6pp | 80.0%+10.0pp |
| Annual return | 27.91% | 38.16%-10.2pp | 38.47%-10.6pp | 220.34%-192.4pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $18,269 | $8,286+120.5% | $7,956+129.6% | $6,407+185.1% |
| Admin fee / account holder | $362 | $11,312-96.8% | $11,381-96.8% | $12,270-97.0% |