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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 | $61,516 | $94,031-34.6% | $115,768-46.9% | $82,448-25.4% |
| Participation rate | 79.3% | 70.4%+8.9pp | 74.4%+4.9pp | 68.1%+11.2pp |
| Annual return | 14.95% | 20.61%-5.7pp | 100.46%-85.5pp | 41.64%-26.7pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,348 | $3,972+9.5% | $4,917-11.6% | $4,139+5.0% |
| Admin fee / account holder | $3,152 | $10,249-69.2% | $12,439-74.7% | $7,234-56.4% |