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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 | $101,438 | $93,589+8.4% | $135,942-25.4% | $75,181+34.9% |
| Participation rate | 84.0% | 75.2%+8.8pp | 81.9%+2.1pp | 67.2%+16.8pp |
| Annual return | 15.54% | 30.90%-15.4pp | 68.28%-52.7pp | 160.69%-145.1pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,088 | $6,405-36.2% | $7,759-47.3% | $4,126-0.9% |
| Admin fee / account holder | $827 | $6,977-88.2% | $10,764-92.3% | $5,650-85.4% |