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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 | $58,021 | $78,520-26.1% | $96,576-39.9% | $82,448-29.6% |
| Participation rate | 90.7% | 77.7%+13.0pp | 81.4%+9.3pp | 68.1%+22.6pp |
| Annual return | 16.37% | 41.30%-24.9pp | 38.47%-22.1pp | 41.64%-25.3pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,138 | $6,754-38.7% | $7,956-48.0% | $4,1390% |
| Admin fee / account holder | $5,043 | $13,455-62.5% | $11,381-55.7% | $7,234-30.3% |