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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 | $124,425+21.3% | $112,040+34.7% | $137,256+10.0% |
| Participation rate | 78.9% | 79.3%-0.4pp | 76.5%+2.5pp | 80.0%-1.0pp |
| Annual return | 14.18% | 24.72%-10.5pp | 24.52%-10.3pp | 220.34%-206.2pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,795 | $5,718-33.6% | $5,098-25.6% | $6,407-40.8% |
| Admin fee / account holder | $449 | $15,207-97.0% | $12,098-96.3% | $12,270-96.3% |