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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 | $66,654 | $45,050+48.0% | $63,018+5.8% | $70,126-5.0% |
| Participation rate | 80.4% | 69.5%+10.8pp | 74.8%+5.6pp | 69.5%+10.8pp |
| Annual return | 14.59% | 18.76%-4.2pp | 87.62%-73.0pp | 73.15%-58.6pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,158 | $2,466-12.5% | $3,330-35.2% | $3,332-35.2% |
| Admin fee / account holder | $1,952 | $2,834-31.1% | $3,601-45.8% | $4,645-58.0% |