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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 | $63,166 | $181,062-65.1% | $158,223-60.1% | $155,188-59.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 33.97% | 57.39%-23.4pp | 52.09%-18.1pp | 148.84%-114.9pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $10,339 | $6,134+68.5% | $5,467+89.1% | $6,531+58.3% |
| Admin fee / account holder | $547 | $18,825-97.1% | $16,047-96.6% | $14,480-96.2% |