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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 | $172,064 | $107,733+59.7% | $92,985+85.0% | $154,746+11.2% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 12.11% | 30.39%-18.3pp | 27.99%-15.9pp | 172.34%-160.2pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,175 | $5,053+42.0% | $4,377+63.9% | $6,730+6.6% |
| Admin fee / account holder | $3,785 | $11,369-66.7% | $9,463-60.0% | $14,365-73.7% |