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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 | $31,662 | $58,627-46.0% | $76,735-58.7% | $82,448-61.6% |
| Participation rate | 83.8% | 63.2%+20.6pp | 69.5%+14.3pp | 68.1%+15.7pp |
| Annual return | 24.66% | 39.10%-14.4pp | 29.77%-5.1pp | 41.64%-17.0pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,170 | $3,134+33.1% | $4,088+2.0% | $4,139+0.7% |
| Admin fee / account holder | $1,786 | $5,323-66.5% | $7,189-75.2% | $7,234-75.3% |