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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 | $127,677 | $106,864+19.5% | $147,318-13.3% | $82,637+54.5% |
| Participation rate | 75.6% | 75.5%+0.1pp | 82.1%-6.5pp | 68.1%+7.5pp |
| Annual return | 25.47% | 27.49%-2.0pp | 70.43%-45.0pp | 53.51%-28.0pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $14,840 | $6,496+128.5% | $7,906+87.7% | $4,126+259.7% |
| Admin fee / account holder | $2,844 | $8,415-66.2% | $13,708-79.3% | $7,339-61.2% |