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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 | $161,145 | $136,860+17.7% | $120,344+33.9% | $154,746+4.1% |
| Participation rate | 83.3% | 79.9%+3.4pp | 76.7%+6.6pp | 80.7%+2.6pp |
| Annual return | 16.22% | 21.38%-5.2pp | 20.30%-4.1pp | 172.34%-156.1pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,375 | $5,793-7.2% | $5,135+4.7% | $6,730-20.1% |
| Admin fee / account holder | $3,311 | $15,393-78.5% | $12,742-74.0% | $14,365-77.0% |