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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 | $111,906 | $94,031+19.0% | $115,768-3.3% | $82,448+35.7% |
| Participation rate | 86.1% | 70.4%+15.7pp | 74.4%+11.7pp | 68.1%+18.0pp |
| Annual return | 14.35% | 20.61%-6.3pp | 100.46%-86.1pp | 41.64%-27.3pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,942 | $3,972+24.4% | $4,917+0.5% | $4,139+19.4% |
| Admin fee / account holder | $4,280 | $10,249-58.2% | $12,439-65.6% | $7,234-40.8% |