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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 | $24,065 | $154,228-84.4% | $145,433-83.5% | $137,256-82.5% |
| Participation rate | 91.3% | 83.8%+7.5pp | 82.1%+9.2pp | 80.0%+11.3pp |
| Annual return | 75.01% | 74.59%+0.4pp | 66.58%+8.4pp | 220.34%-145.3pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $11,189 | $8,216+36.2% | $7,897+41.7% | $6,407+74.6% |
| Admin fee / account holder | $4,582 | $14,344-68.1% | $13,129-65.1% | $12,270-62.7% |