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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 | $186,869 | $93,617+99.6% | $135,982+37.4% | $75,177+148.6% |
| Participation rate | 82.4% | 75.2%+7.2pp | 81.9%+0.4pp | 67.2%+15.1pp |
| Annual return | 18.63% | 30.89%-12.3pp | 68.32%-49.7pp | 160.75%-142.1pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $10,849 | $6,406+69.4% | $7,760+39.8% | $4,126+162.9% |
| Admin fee / account holder | $933 | $6,980-86.6% | $10,767-91.3% | $5,651-83.5% |