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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 | $132,651 | $100,901+31.5% | $75,501+75.7% | $147,586-10.1% |
| Participation rate | 71.4% | 77.1%-5.7pp | 72.4%-0.9pp | 82.8%-11.4pp |
| Annual return | 19.75% | 35.78%-16.0pp | 27.35%-7.6pp | 578.59%-558.8pp |
| Employer contribution / active EE | $0 | $3,253-100.0% | $2,352-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,827 | $4,027+19.9% | $3,142+53.6% | $5,439-11.2% |
| Admin fee / account holder | $8,819 | $11,285-21.8% | $5,801+52.0% | $10,886-19.0% |