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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 | $79,031 | $76,367+3.5% | $93,609-15.6% | $72,986+8.3% |
| Participation rate | 71.7% | 71.7%0pp | 75.8%-4.1pp | 69.5%+2.3pp |
| Annual return | 35.00% | 25.82%+9.2pp | 32.76%+2.2pp | 81.01%-46.0pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $9,364 | $3,538+164.7% | $4,069+130.1% | $3,607+159.6% |
| Admin fee / account holder | $707 | $6,838-89.7% | $7,889-91.0% | $5,124-86.2% |