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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 | $146,813 | $76,371+92.2% | $93,621+56.8% | $72,976+101.2% |
| Participation rate | 75.0% | 71.8%+3.2pp | 75.8%-0.8pp | 69.5%+5.5pp |
| Annual return | 26.92% | 25.82%+1.1pp | 32.76%-5.8pp | 81.02%-54.1pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,552 | $3,538-56.1% | $4,070-61.9% | $3,608-57.0% |
| Admin fee / account holder | $403 | $6,839-94.1% | $7,890-94.9% | $5,124-92.1% |