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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 | $109,064 | $93,345+16.8% | $119,126-8.4% | $87,485+24.7% |
| Participation rate | 90.3% | 68.7%+21.6pp | 75.8%+14.6pp | 68.9%+21.4pp |
| Annual return | 16.10% | 19.08%-3.0pp | 282.11%-266.0pp | 26.06%-10.0pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,140 | $4,099+1.0% | $5,318-22.2% | $4,274-3.1% |
| Admin fee / account holder | $3,131 | $8,039-61.0% | $10,693-70.7% | $7,775-59.7% |