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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 | $248,519 | $138,386+79.6% | $184,260+34.9% | $80,935+207.1% |
| Participation rate | 75.0% | 83.9%-8.9pp | 86.8%-11.8pp | 67.7%+7.3pp |
| Annual return | 21.52% | 20.02%+1.5pp | 28.84%-7.3pp | 35.66%-14.1pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $15,101 | $7,076+113.4% | $9,133+65.3% | $4,299+251.2% |
| Admin fee / account holder | $682 | $10,489-93.5% | $13,898-95.1% | $6,924-90.2% |