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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 | $152,428 | $136,860+11.4% | $120,344+26.7% | $154,746-1.5% |
| Participation rate | 81.3% | 79.9%+1.4pp | 76.7%+4.5pp | 80.7%+0.5pp |
| Annual return | 14.66% | 21.38%-6.7pp | 20.30%-5.6pp | 172.34%-157.7pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,875 | $5,793-33.1% | $5,135-24.5% | $6,730-42.4% |
| Admin fee / account holder | $2,011 | $15,393-86.9% | $12,742-84.2% | $14,365-86.0% |