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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 | $184,269 | $136,860+34.6% | $120,344+53.1% | $154,746+19.1% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 10.68% | 21.38%-10.7pp | 20.30%-9.6pp | 172.34%-161.7pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,157 | $5,793-28.2% | $5,135-19.0% | $6,730-38.2% |
| Admin fee / account holder | $784 | $15,393-94.9% | $12,742-93.8% | $14,365-94.5% |