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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 | $72,087 | $86,949-17.1% | $102,460-29.6% | $80,959-11.0% |
| Participation rate | 87.7% | 72.4%+15.3pp | 76.5%+11.2pp | 67.7%+20.1pp |
| Annual return | 24.71% | 18.89%+5.8pp | 29.47%-4.8pp | 35.67%-11.0pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $14,308 | $4,121+247.2% | $5,056+183.0% | $4,300+232.7% |
| Admin fee / account holder | $8,879 | $8,048+10.3% | $9,460-6.1% | $6,925+28.2% |