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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 | $89,228 | $103,393-13.7% | $87,103+2.4% | $152,909-41.6% |
| Participation rate | 82.4% | 79.4%+3.0pp | 76.9%+5.5pp | 82.5%-0.1pp |
| Annual return | 15.10% | 28.10%-13.0pp | 28.19%-13.1pp | 345.46%-330.4pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,172 | $4,778-12.7% | $4,049+3.1% | $5,851-28.7% |
| Admin fee / account holder | $9,544 | $12,195-21.7% | $7,491+27.4% | $11,601-17.7% |