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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 | $90,400-51.8% | $186,193-76.6% | $87,485-50.2% |
| Participation rate | 71.4% | 66.2%+5.2pp | 77.1%-5.7pp | 68.9%+2.5pp |
| Annual return | 19.20% | 22.15%-3.0pp | 78.03%-58.8pp | 26.06%-6.9pp |
| Employer contribution / active EE | $0 | $2,170-100.0% | $3,918-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,742 | $4,330+125.0% | $6,513+49.6% | $4,274+128.0% |
| Admin fee / account holder | $3,388 | $8,673-60.9% | $11,058-69.4% | $7,775-56.4% |