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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 | $217,266 | $123,793+75.5% | $177,827+22.2% | $79,858+172.1% |
| Participation rate | 94.1% | 84.7%+9.5pp | 87.7%+6.4pp | 69.6%+24.5pp |
| Annual return | 14.24% | 22.82%-8.6pp | 48.32%-34.1pp | 31.72%-17.5pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $13,707 | $5,956+130.1% | $7,713+77.7% | $3,740+266.5% |
| Admin fee / account holder | $12,896 | $7,243+78.1% | $12,429+3.8% | $5,306+143.0% |