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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 | $56,000 | $67,602-17.2% | $82,312-32.0% | $70,126-20.1% |
| Participation rate | 76.5% | 72.8%+3.7pp | 76.9%-0.4pp | 69.5%+6.9pp |
| Annual return | 37.41% | 21.57%+15.8pp | 25.88%+11.5pp | 73.15%-35.7pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,085 | $2,987+70.2% | $3,706+37.2% | $3,332+52.6% |
| Admin fee / account holder | $936 | $4,512-79.2% | $5,608-83.3% | $4,645-79.8% |