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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 | $121,696 | $93,598+30.0% | $135,974-10.5% | $75,173+61.9% |
| Participation rate | 77.8% | 75.2%+2.6pp | 81.9%-4.1pp | 67.2%+10.6pp |
| Annual return | 15.80% | 30.89%-15.1pp | 68.30%-52.5pp | 160.72%-144.9pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,458 | $6,405-46.0% | $7,760-55.4% | $4,126-16.2% |
| Admin fee / account holder | $429 | $6,978-93.8% | $10,767-96.0% | $5,651-92.4% |