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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 | $116,461 | $86,294+35.0% | $111,303+4.6% | $85,854+35.6% |
| Participation rate | 96.2% | 73.3%+22.8pp | 77.3%+18.8pp | 69.3%+26.8pp |
| Annual return | 16.43% | 19.99%-3.6pp | 54.66%-38.2pp | 318.56%-302.1pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,812 | $3,641+32.2% | $4,488+7.2% | $3,952+21.8% |
| Admin fee / account holder | $2,294 | $8,189-72.0% | $7,965-71.2% | $6,260-63.4% |