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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 | $28,261 | $62,672-54.9% | $185,117-84.7% | $70,124-59.7% |
| Participation rate | 92.3% | 63.8%+28.5pp | 77.3%+15.0pp | 69.5%+22.8pp |
| Annual return | 28.44% | 40.79%-12.4pp | 40.50%-12.1pp | 73.14%-44.7pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $8,056 | $3,272+146.3% | $5,045+59.7% | $3,332+141.8% |
| Admin fee / account holder | $1,155 | $3,932-70.6% | $8,159-85.8% | $4,645-75.1% |