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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 | $43,602 | $109,782-60.3% | $260,467-83.3% | $94,015-53.6% |
| Participation rate | 71.4% | 67.2%+4.2pp | 80.5%-9.0pp | 70.8%+0.6pp |
| Annual return | 19.20% | 18.60%+0.6pp | 100.60%-81.4pp | 17.84%+1.4pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $4,239-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $9,742 | $4,044+140.9% | $6,319+54.2% | $4,249+129.3% |
| Admin fee / account holder | $3,388 | $11,958-71.7% | $15,461-78.1% | $8,951-62.2% |