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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 | $97,648+14.6% | $121,663-8.0% | $87,485+27.9% |
| Participation rate | 86.1% | 70.5%+15.6pp | 74.5%+11.6pp | 68.9%+17.2pp |
| Annual return | 14.35% | 18.03%-3.7pp | 147.54%-133.2pp | 26.06%-11.7pp |
| Employer contribution / active EE | $0 | $2,300-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,942 | $3,923+26.0% | $4,887+1.1% | $4,274+15.6% |
| Admin fee / account holder | $4,280 | $11,100-61.4% | $14,289-70.0% | $7,775-45.0% |