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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 | $30,510 | $124,425-75.5% | $112,040-72.8% | $137,256-77.8% |
| Participation rate | 84.6% | 79.3%+5.3pp | 76.5%+8.1pp | 80.0%+4.7pp |
| Annual return | 17.57% | 24.72%-7.1pp | 24.52%-6.9pp | 220.34%-202.8pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $11,595 | $5,718+102.8% | $5,098+127.5% | $6,407+81.0% |
| Admin fee / account holder | $353 | $15,207-97.7% | $12,098-97.1% | $12,270-97.1% |