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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 | $101,062 | $138,312-26.9% | $122,979-17.8% | $155,188-34.9% |
| Participation rate | 88.9% | 80.2%+8.7pp | 77.2%+11.7pp | 80.8%+8.1pp |
| Annual return | 13.80% | 22.06%-8.3pp | 20.12%-6.3pp | 148.84%-135.0pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,748 | $5,592-33.0% | $5,003-25.1% | $6,531-42.6% |
| Admin fee / account holder | $2,680 | $15,089-82.2% | $12,864-79.2% | $14,480-81.5% |