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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 | $88,485 | $117,895-24.9% | $102,460-13.6% | $145,897-39.4% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.0pp |
| Annual return | 10.52% | 31.92%-21.4pp | 29.47%-19.0pp | 552.29%-541.8pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,353 | $5,736-6.7% | $5,056+5.9% | $6,689-20.0% |
| Admin fee / account holder | $12,487 | $13,353-6.5% | $9,460+32.0% | $13,390-6.7% |