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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 | $97,181 | $136,860-29.0% | $120,344-19.2% | $154,746-37.2% |
| Participation rate | 95.0% | 79.9%+15.1pp | 76.7%+18.3pp | 80.7%+14.3pp |
| Annual return | 12.90% | 21.38%-8.5pp | 20.30%-7.4pp | 172.34%-159.4pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,058 | $5,793+21.8% | $5,135+37.5% | $6,730+4.9% |
| Admin fee / account holder | $924 | $15,393-94.0% | $12,742-92.7% | $14,365-93.6% |