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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 | $123,269 | $126,661-2.7% | $113,397+8.7% | $138,895-11.3% |
| Participation rate | 81.0% | 79.4%+1.5pp | 76.5%+4.5pp | 79.9%+1.0pp |
| Annual return | 20.23% | 25.05%-4.8pp | 23.20%-3.0pp | 145.39%-125.2pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $8,383 | $5,693+47.3% | $5,076+65.1% | $6,396+31.1% |
| Admin fee / account holder | $1,132 | $14,549-92.2% | $11,957-90.5% | $12,562-91.0% |