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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 | $124,425-0.9% | $112,040+10.0% | $137,256-10.2% |
| Participation rate | 81.0% | 79.3%+1.6pp | 76.5%+4.5pp | 80.0%+1.0pp |
| Annual return | 20.23% | 24.72%-4.5pp | 24.52%-4.3pp | 220.34%-200.1pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,383 | $5,718+46.6% | $5,098+64.4% | $6,407+30.8% |
| Admin fee / account holder | $1,132 | $15,207-92.6% | $12,098-90.6% | $12,270-90.8% |