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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 | $62,708 | $78,520-20.1% | $96,576-35.1% | $82,448-23.9% |
| Participation rate | 85.7% | 77.7%+8.0pp | 81.4%+4.3pp | 68.1%+17.6pp |
| Annual return | 16.60% | 41.30%-24.7pp | 38.47%-21.9pp | 41.64%-25.0pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,374 | $6,754+9.2% | $7,956-7.3% | $4,139+78.1% |
| Admin fee / account holder | $659 | $13,455-95.1% | $11,381-94.2% | $7,234-90.9% |