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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 | $76,564-58.6% | $105,582-70.0% | $94,015-66.3% |
| Participation rate | 83.8% | 65.2%+18.6pp | 71.8%+12.0pp | 70.8%+13.0pp |
| Annual return | 24.66% | 20.69%+4.0pp | 18.61%+6.1pp | 17.84%+6.8pp |
| Employer contribution / active EE | $0 | $1,995-100.0% | $2,984-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $4,170 | $3,320+25.6% | $4,353-4.2% | $4,249-1.9% |
| Admin fee / account holder | $1,786 | $7,129-75.0% | $12,856-86.1% | $8,951-80.1% |