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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 | $106,517 | $48,076+121.6% | $78,693+35.4% | $62,891+69.4% |
| Participation rate | 88.0% | 65.2%+22.8pp | 73.6%+14.4pp | 69.3%+18.7pp |
| Annual return | 5.36% | 31.35%-26.0pp | 62.18%-56.8pp | 20.14%-14.8pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,880 | $2,588+49.9% | $3,517+10.3% | $3,203+21.1% |
| Admin fee / account holder | $7,008 | $3,207+118.5% | $4,511+55.4% | $4,296+63.1% |