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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 | $104,656 | $118,496-11.7% | $98,461+6.3% | $139,466-25.0% |
| Participation rate | 91.7% | 77.5%+14.2pp | 75.2%+16.5pp | 80.3%+11.3pp |
| Annual return | 21.31% | 18.96%+2.3pp | 21.17%+0.1pp | 373.66%-352.4pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,309 | $5,393-20.1% | $4,738-9.1% | $6,712-35.8% |
| Admin fee / account holder | $719 | $14,056-94.9% | $8,961-92.0% | $11,409-93.7% |