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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 | $95,535 | $84,953+12.5% | $163,379-41.5% | $82,637+15.6% |
| Participation rate | 87.9% | 65.9%+21.9pp | 76.8%+11.1pp | 68.1%+19.8pp |
| Annual return | 14.90% | 23.07%-8.2pp | 63.41%-48.5pp | 53.51%-38.6pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $6,164 | $4,326+42.5% | $6,282-1.9% | $4,126+49.4% |
| Admin fee / account holder | $1,739 | $7,921-78.1% | $9,818-82.3% | $7,339-76.3% |