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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 | $61,262 | $100,970-39.3% | $96,576-36.6% | $137,256-55.4% |
| Participation rate | 95.2% | 82.6%+12.6pp | 81.4%+13.8pp | 80.0%+15.3pp |
| Annual return | 18.09% | 38.16%-20.1pp | 38.47%-20.4pp | 220.34%-202.3pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $15,361 | $8,286+85.4% | $7,956+93.1% | $6,407+139.8% |
| Admin fee / account holder | $5,652 | $11,312-50.0% | $11,381-50.3% | $12,270-53.9% |