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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 | $103,687 | $76,834+34.9% | $108,359-4.3% | $87,485+18.5% |
| Participation rate | 73.3% | 61.7%+11.6pp | 70.1%+3.2pp | 68.9%+4.4pp |
| Annual return | 15.67% | 19.09%-3.4pp | 36.89%-21.2pp | 26.06%-10.4pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,469 | $3,100+11.9% | $4,137-16.1% | $4,274-18.8% |
| Admin fee / account holder | $11,138 | $6,537+70.4% | $9,741+14.3% | $7,775+43.3% |