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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 | $17,453 | $65,685-73.4% | $57,181-69.5% | $273,968-93.6% |
| Participation rate | 89.5% | 78.3%+11.1pp | 75.3%+14.1pp | 83.0%+6.5pp |
| Annual return | 5.06% | 21.99%-16.9pp | 14.59%-9.5pp | 41.45%-36.4pp |
| Employer contribution / active EE | $0 | $3,279-100.0% | $2,682-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,631 | $3,781+22.5% | $3,096+49.6% | $5,287-12.4% |
| Admin fee / account holder | $1,098 | $4,835-77.3% | $3,139-65.0% | $10,132-89.2% |