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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 | $86,508 | $138,312-37.5% | $122,979-29.7% | $155,188-44.3% |
| Participation rate | 87.0% | 80.2%+6.8pp | 77.2%+9.8pp | 80.8%+6.2pp |
| Annual return | 15.87% | 22.06%-6.2pp | 20.12%-4.2pp | 148.84%-133.0pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,404 | $5,592+14.5% | $5,003+28.0% | $6,531-2.0% |
| Admin fee / account holder | $585 | $15,089-96.1% | $12,864-95.5% | $14,480-96.0% |