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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 | $103,402 | $67,602+53.0% | $82,312+25.6% | $70,126+47.5% |
| Participation rate | 76.9% | 72.8%+4.2pp | 76.9%0pp | 69.5%+7.4pp |
| Annual return | 21.73% | 21.57%+0.2pp | 25.88%-4.1pp | 73.15%-51.4pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,536 | $2,987+51.8% | $3,706+22.4% | $3,332+36.1% |
| Admin fee / account holder | $716 | $4,512-84.1% | $5,608-87.2% | $4,645-84.6% |