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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 | $107,071 | $115,225-7.1% | $100,712+6.3% | $138,895-22.9% |
| Participation rate | 83.3% | 74.3%+9.0pp | 69.3%+14.1pp | 79.9%+3.4pp |
| Annual return | 14.83% | 40.35%-25.5pp | 33.27%-18.4pp | 145.39%-130.6pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $16,692 | $4,699+255.2% | $4,085+308.6% | $6,396+161.0% |
| Admin fee / account holder | $966 | $10,844-91.1% | $9,256-89.6% | $12,562-92.3% |