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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 | $101,790 | $78,423+29.8% | $95,964+6.1% | $79,856+27.5% |
| Participation rate | 96.2% | 73.5%+22.7pp | 77.1%+19.1pp | 69.6%+26.5pp |
| Annual return | 17.04% | 19.37%-2.3pp | 91.64%-74.6pp | 31.71%-14.7pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,365 | $3,440+26.9% | $4,167+4.8% | $3,741+16.7% |
| Admin fee / account holder | $1,448 | $5,622-74.2% | $6,797-78.7% | $5,306-72.7% |