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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 | $65,219 | $45,087+44.7% | $69,483-6.1% | $72,976-10.6% |
| Participation rate | 89.5% | 68.5%+21.0pp | 74.6%+14.9pp | 69.5%+20.0pp |
| Annual return | 18.61% | 22.67%-4.1pp | 28.99%-10.4pp | 81.02%-62.4pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,924 | $2,603+12.3% | $3,537-17.3% | $3,608-19.0% |
| Admin fee / account holder | $619 | $3,057-79.7% | $3,841-83.9% | $5,124-87.9% |