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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 | $26,935 | $124,425-78.4% | $112,040-76.0% | $137,256-80.4% |
| Participation rate | 91.3% | 79.3%+12.0pp | 76.5%+14.8pp | 80.0%+11.3pp |
| Annual return | 16.57% | 24.72%-8.1pp | 24.52%-7.9pp | 220.34%-203.8pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $12,949 | $5,718+126.5% | $5,098+154.0% | $6,407+102.1% |
| Admin fee / account holder | $8,619 | $15,207-43.3% | $12,098-28.8% | $12,270-29.8% |