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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 | $151,284 | $78,520+92.7% | $96,576+56.6% | $82,448+83.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 15.03% | 41.30%-26.3pp | 38.47%-23.4pp | 41.64%-26.6pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,303 | $6,754+37.7% | $7,956+16.9% | $4,139+124.8% |
| Admin fee / account holder | $4,833 | $13,455-64.1% | $11,381-57.5% | $7,234-33.2% |