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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 | $200,707 | $177,156+13.3% | $147,027+36.5% | $154,746+29.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 17.45% | 21.94%-4.5pp | 20.23%-2.8pp | 172.34%-154.9pp |
| Employer contribution / active EE | $0 | $4,336-100.0% | $3,626-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $10,722 | $5,797+85.0% | $4,933+117.4% | $6,730+59.3% |
| Admin fee / account holder | $3,569 | $14,904-76.1% | $12,223-70.8% | $14,365-75.2% |