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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 | $115,231 | $106,749+7.9% | $145,433-20.8% | $82,448+39.8% |
| Participation rate | 72.5% | 75.6%-3.1pp | 82.1%-9.6pp | 68.1%+4.4pp |
| Annual return | 15.86% | 27.59%-11.7pp | 66.58%-50.7pp | 41.64%-25.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $16,806 | $6,519+157.8% | $7,897+112.8% | $4,139+306.0% |
| Admin fee / account holder | $11,361 | $8,390+35.4% | $13,129-13.5% | $7,234+57.0% |