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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 | $137,579 | $57,073+141.1% | $85,126+61.6% | $80,925+70.0% |
| Participation rate | 91.1% | 56.4%+34.7pp | 67.5%+23.5pp | 67.7%+23.4pp |
| Annual return | 14.65% | 21.69%-7.0pp | 66.63%-52.0pp | 35.65%-21.0pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $17,228 | $3,113+453.4% | $4,523+280.9% | $4,299+300.8% |
| Admin fee / account holder | $15,503 | $4,988+210.8% | $6,160+151.7% | $6,940+123.4% |