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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 | $135,905+4.4% | $126,068+12.6% | $198,609-28.5% |
| Participation rate | 71.4% | 85.6%-14.2pp | 84.7%-13.3pp | 82.4%-10.9pp |
| Annual return | 13.45% | 14.07%-0.6pp | 15.01%-1.6pp | 202.70%-189.2pp |
| Employer contribution / active EE | $0 | $4,245-100.0% | $3,968-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,820 | $8,523-55.2% | $8,214-53.5% | $6,977-45.2% |
| Admin fee / account holder | $1,000 | $21,036-95.2% | $18,264-94.5% | $19,030-94.7% |