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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 | $103,336 | $104,251-0.9% | $91,004+13.6% | $147,586-30.0% |
| Participation rate | 83.3% | 78.2%+5.1pp | 75.6%+7.7pp | 82.8%+0.5pp |
| Annual return | 17.15% | 27.06%-9.9pp | 4.60%+12.5pp | 578.59%-561.4pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,768 | $4,195+13.7% | $3,548+34.4% | $5,439-12.3% |
| Admin fee / account holder | $4,066 | $8,948-54.6% | $5,417-24.9% | $10,886-62.7% |