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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 | $110,955 | $91,037+21.9% | $71,671+54.8% | $147,586-24.8% |
| Participation rate | 78.9% | 76.1%+2.8pp | 68.7%+10.2pp | 82.8%-3.9pp |
| Annual return | 16.46% | 20.48%-4.0pp | 20.65%-4.2pp | 578.59%-562.1pp |
| Employer contribution / active EE | $0 | $3,327-100.0% | $2,460-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,591 | $4,498+2.1% | $3,438+33.5% | $5,439-15.6% |
| Admin fee / account holder | $29,153 | $8,613+238.5% | $5,558+424.5% | $10,886+167.8% |