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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 | $141,935 | $107,666+31.8% | $102,184+38.9% | $154,746-8.3% |
| Participation rate | 71.4% | 83.7%-12.3pp | 82.6%-11.2pp | 80.7%-9.3pp |
| Annual return | 13.45% | 29.33%-15.9pp | 31.58%-18.1pp | 172.34%-158.9pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,820 | $8,719-56.2% | $8,309-54.0% | $6,730-43.2% |
| Admin fee / account holder | $1,000 | $12,943-92.3% | $11,609-91.4% | $14,365-93.0% |