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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 | $161,178 | $139,948+15.2% | $121,663+32.5% | $154,746+4.2% |
| Participation rate | 71.4% | 78.0%-6.6pp | 74.5%-3.1pp | 80.7%-9.3pp |
| Annual return | 14.36% | 230.52%-216.2pp | 147.54%-133.2pp | 172.34%-158.0pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $17,143 | $5,629+204.6% | $4,887+250.8% | $6,730+154.7% |
| Admin fee / account holder | $432 | $17,321-97.5% | $14,289-97.0% | $14,365-97.0% |