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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 | $154,043 | $86,949+77.2% | $102,460+50.3% | $80,959+90.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 25.02% | 18.89%+6.1pp | 29.47%-4.5pp | 35.67%-10.6pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,654 | $4,121+61.5% | $5,056+31.6% | $4,300+54.7% |
| Admin fee / account holder | $1,968 | $8,048-75.5% | $9,460-79.2% | $6,925-71.6% |