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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 | $72,568 | $71,230+1.9% | $93,727-22.6% | $80,959-10.4% |
| Participation rate | 80.0% | 60.4%+19.6pp | 68.7%+11.3pp | 67.7%+12.3pp |
| Annual return | 13.74% | 11.26%+2.5pp | 133.83%-120.1pp | 35.67%-21.9pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,801 | $4,037+93.2% | $4,417+76.6% | $4,300+81.4% |
| Admin fee / account holder | $934 | $6,961-86.6% | $8,292-88.7% | $6,925-86.5% |