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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 | $124,767 | $93,617+33.3% | $135,982-8.2% | $75,177+66.0% |
| Participation rate | 85.0% | 75.2%+9.8pp | 81.9%+3.1pp | 67.2%+17.8pp |
| Annual return | 22.05% | 30.89%-8.8pp | 68.32%-46.3pp | 160.75%-138.7pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,015 | $6,406-37.3% | $7,760-48.3% | $4,126-2.7% |
| Admin fee / account holder | $1,627 | $6,980-76.7% | $10,767-84.9% | $5,651-71.2% |