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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 | $123,193 | $184,014-33.1% | $161,149-23.6% | $138,895-11.3% |
| Participation rate | 81.0% | 82.1%-1.1pp | 78.8%+2.1pp | 79.9%+1.0pp |
| Annual return | 14.76% | 21.52%-6.8pp | 21.16%-6.4pp | 145.39%-130.6pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,279 | $6,909-23.6% | $6,153-14.2% | $6,396-17.5% |
| Admin fee / account holder | $4,610 | $18,027-74.4% | $15,194-69.7% | $12,562-63.3% |