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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 | $161,317 | $106,588+51.3% | $94,215+71.2% | $155,188+3.9% |
| Participation rate | 80.0% | 74.3%+5.7pp | 70.0%+10.0pp | 80.8%-0.8pp |
| Annual return | 13.60% | 29.39%-15.8pp | 28.22%-14.6pp | 148.84%-135.2pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $2,675-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $16,791 | $4,802+249.6% | $4,276+292.7% | $6,531+157.1% |
| Admin fee / account holder | $715 | $12,281-94.2% | $10,216-93.0% | $14,480-95.1% |