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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 | $46,911 | $81,358-42.3% | $155,556-69.8% | $80,959-42.1% |
| Participation rate | 80.0% | 66.3%+13.7pp | 78.2%+1.8pp | 67.7%+12.3pp |
| Annual return | 19.49% | 33.39%-13.9pp | 64.84%-45.3pp | 35.67%-16.2pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,894 | $3,455+12.7% | $5,631-30.8% | $4,300-9.5% |
| Admin fee / account holder | $1,392 | $7,994-82.6% | $15,885-91.2% | $6,925-79.9% |