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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 | $22,871 | $72,027-68.2% | $185,835-87.7% | $79,852-71.4% |
| Participation rate | 82.1% | 65.8%+16.4pp | 78.0%+4.1pp | 69.6%+12.5pp |
| Annual return | 19.37% | 23.13%-3.8pp | 35.96%-16.6pp | 31.72%-12.3pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,160 | $3,780-16.4% | $5,633-43.9% | $3,740-15.5% |
| Admin fee / account holder | $972 | $4,513-78.5% | $9,502-89.8% | $5,306-81.7% |