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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 | $69,444-54.4% | $92,985-65.9% | $87,485-63.8% |
| Participation rate | 83.8% | 63.3%+20.5pp | 69.5%+14.3pp | 68.9%+14.9pp |
| Annual return | 24.66% | 23.85%+0.8pp | 27.99%-3.3pp | 26.06%-1.4pp |
| Employer contribution / active EE | $0 | $1,917-100.0% | $2,662-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,170 | $3,364+24.0% | $4,377-4.7% | $4,274-2.4% |
| Admin fee / account holder | $1,786 | $6,137-70.9% | $9,463-81.1% | $7,775-77.0% |