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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 | $76,887 | $49,249+56.1% | $70,476+9.1% | $79,852-3.7% |
| Participation rate | 92.0% | 69.2%+22.8pp | 75.1%+16.9pp | 69.6%+22.4pp |
| Annual return | 12.48% | 30.09%-17.6pp | 109.12%-96.6pp | 31.72%-19.2pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,363 | $2,769+57.6% | $3,710+17.6% | $3,740+16.6% |
| Admin fee / account holder | $1,726 | $2,878-40.0% | $3,847-55.1% | $5,306-67.5% |