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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 | $34,088 | $110,307-69.1% | $96,576-64.7% | $139,456-75.6% |
| Participation rate | 91.3% | 78.1%+13.2pp | 76.0%+15.3pp | 80.3%+11.0pp |
| Annual return | 23.80% | 26.40%-2.6pp | 25.87%-2.1pp | 373.45%-349.7pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $2,965-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,716 | $5,547-51.0% | $4,851-44.0% | $6,711-59.5% |
| Admin fee / account holder | $1,510 | $11,597-87.0% | $8,253-81.7% | $11,407-86.8% |