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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 | $97,289+45.9% | $92,805+52.9% | $155,188-8.5% |
| Participation rate | 71.4% | 84.2%-12.7pp | 83.5%-12.1pp | 80.8%-9.4pp |
| Annual return | 13.45% | 29.03%-15.6pp | 31.59%-18.1pp | 148.84%-135.4pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,820 | $8,795-56.6% | $8,448-54.8% | $6,531-41.5% |
| Admin fee / account holder | $1,000 | $12,015-91.7% | $10,911-90.8% | $14,480-93.1% |