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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 | $125,576 | $72,269+73.8% | $101,271+24.0% | $79,852+57.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 19.31% | 22.29%-3.0pp | 46.48%-27.2pp | 31.72%-12.4pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,306 | $3,282+153.1% | $4,371+90.0% | $3,740+122.1% |
| Admin fee / account holder | $362 | $4,401-91.8% | $5,948-93.9% | $5,306-93.2% |