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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 | $124,061 | $117,846+5.3% | $102,434+21.1% | $145,884-15.0% |
| Participation rate | 76.2% | 78.6%-2.4pp | 76.5%-0.3pp | 80.3%-4.1pp |
| Annual return | 10.50% | 31.90%-21.4pp | 29.46%-19.0pp | 551.85%-541.3pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,393 | $5,733-40.8% | $5,055-32.9% | $6,690-49.3% |
| Admin fee / account holder | $2,022 | $13,356-84.9% | $9,462-78.6% | $13,392-84.9% |