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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 | $34,915 | $72,269-51.7% | $101,271-65.5% | $79,852-56.3% |
| Participation rate | 83.1% | 68.5%+14.6pp | 75.8%+7.3pp | 69.6%+13.4pp |
| Annual return | 13.05% | 22.29%-9.2pp | 46.48%-33.4pp | 31.72%-18.7pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,361 | $3,282-28.0% | $4,371-46.0% | $3,740-36.9% |
| Admin fee / account holder | $2,159 | $4,401-50.9% | $5,948-63.7% | $5,306-59.3% |