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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 | $150,938 | $126,661+19.2% | $113,397+33.1% | $138,895+8.7% |
| Participation rate | 78.9% | 79.4%-0.5pp | 76.5%+2.5pp | 79.9%-1.0pp |
| Annual return | 14.18% | 25.05%-10.9pp | 23.20%-9.0pp | 145.39%-131.2pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,795 | $5,693-33.3% | $5,076-25.2% | $6,396-40.7% |
| Admin fee / account holder | $449 | $14,549-96.9% | $11,957-96.2% | $12,562-96.4% |