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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 | $185,141+8.4% | $153,416+30.8% | $155,188+29.3% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 17.45% | 18.72%-1.3pp | 17.84%-0.4pp | 148.84%-131.4pp |
| Employer contribution / active EE | $0 | $4,489-100.0% | $3,764-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $10,722 | $5,477+95.8% | $4,723+127.0% | $6,531+64.2% |
| Admin fee / account holder | $3,569 | $16,005-77.7% | $13,095-72.7% | $14,480-75.4% |