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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 | $178,603 | $102,609+74.1% | $98,090+82.1% | $138,895+28.6% |
| Participation rate | 92.3% | 82.8%+9.5pp | 81.5%+10.8pp | 79.9%+12.4pp |
| Annual return | 17.31% | 36.44%-19.1pp | 37.05%-19.7pp | 145.39%-128.1pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $13,782 | $8,167+68.7% | $7,845+75.7% | $6,396+115.5% |
| Admin fee / account holder | $12,321 | $11,434+7.8% | $11,815+4.3% | $12,562-1.9% |