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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 | $79,552 | $81,504-2.4% | $102,437-22.3% | $80,959-1.7% |
| Participation rate | 76.9% | 66.9%+10.1pp | 74.5%+2.4pp | 67.7%+9.3pp |
| Annual return | 14.81% | 25.60%-10.8pp | 24.95%-10.1pp | 35.67%-20.9pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,077 | $3,871+31.2% | $5,060+0.3% | $4,300+18.1% |
| Admin fee / account holder | $400 | $6,719-94.0% | $8,388-95.2% | $6,925-94.2% |