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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 | $146,918 | $106,864+37.5% | $147,318-0.3% | $82,637+77.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 21.67% | 27.49%-5.8pp | 70.43%-48.8pp | 53.51%-31.8pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,029 | $6,496-38.0% | $7,906-49.0% | $4,126-2.4% |
| Admin fee / account holder | $2,721 | $8,415-67.7% | $13,708-80.2% | $7,339-62.9% |