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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 | $87,419 | $80,985+7.9% | $96,576-9.5% | $75,181+16.3% |
| Participation rate | 90.0% | 71.8%+18.2pp | 76.0%+14.0pp | 67.2%+22.8pp |
| Annual return | 29.39% | 27.05%+2.3pp | 25.87%+3.5pp | 160.69%-131.3pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $22,146 | $3,929+463.7% | $4,851+356.5% | $4,126+436.8% |
| Admin fee / account holder | $9,236 | $6,719+37.5% | $8,253+11.9% | $5,650+63.5% |