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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 | $161,013 | $73,955+117.7% | $96,520+66.8% | $75,181+114.2% |
| Participation rate | 92.3% | 66.4%+25.9pp | 74.3%+18.0pp | 67.2%+25.1pp |
| Annual return | 15.33% | 26.72%-11.4pp | 35.72%-20.4pp | 160.69%-145.4pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,739-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $10,213 | $3,659+179.1% | $4,879+109.3% | $4,126+147.5% |
| Admin fee / account holder | $1,227 | $5,217-76.5% | $6,733-81.8% | $5,650-78.3% |