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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 | $131,988 | $124,425+6.1% | $112,040+17.8% | $137,256-3.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 15.56% | 24.72%-9.2pp | 24.52%-9.0pp | 220.34%-204.8pp |
| Employer contribution / active EE | $495 | $3,411-85.5% | $2,954-83.3% | $4,156-88.1% |
| Participant deferral / active EE | $3,089 | $5,718-46.0% | $5,098-39.4% | $6,407-51.8% |
| Admin fee / account holder | $5,001 | $15,207-67.1% | $12,098-58.7% | $12,270-59.2% |