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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 | $59,397 | $171,930-65.5% | $151,266-60.7% | $154,746-61.6% |
| Participation rate | 80.0% | 80.5%-0.5pp | 77.0%+3.0pp | 80.7%-0.7pp |
| Annual return | 17.13% | 242.03%-224.9pp | 180.60%-163.5pp | 172.34%-155.2pp |
| Employer contribution / active EE | $0 | $4,710-100.0% | $4,237-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,890 | $8,191-52.5% | $7,337-47.0% | $6,730-42.2% |
| Admin fee / account holder | $5,816 | $15,803-63.2% | $13,159-55.8% | $14,365-59.5% |