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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 | $102,591 | $167,415-38.7% | $140,514-27.0% | $198,609-48.3% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 13.12% | 13.85%-0.7pp | 14.36%-1.2pp | 202.70%-189.6pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,911 | $5,579-12.0% | $4,919-0.1% | $6,977-29.6% |
| Admin fee / account holder | $35,633 | $16,730+113.0% | $13,697+160.2% | $19,030+87.2% |