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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 | $35,492 | $181,896-80.5% | $156,551-77.3% | $273,972-87.0% |
| Participation rate | 93.3% | 88.4%+4.9pp | 84.0%+9.3pp | 83.0%+10.3pp |
| Annual return | 11.89% | 30.74%-18.9pp | 32.23%-20.3pp | 41.46%-29.6pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,283 | $5,550+13.2% | $4,871+29.0% | $5,287+18.8% |
| Admin fee / account holder | $34,873 | $15,560+124.1% | $13,028+167.7% | $10,133+244.2% |