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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 | $33,675 | $87,037-61.3% | $106,201-68.3% | $80,874-58.4% |
| Participation rate | 95.3% | 70.4%+24.9pp | 75.3%+20.0pp | 67.6%+27.7pp |
| Annual return | 28.10% | 17.05%+11.0pp | 116.26%-88.2pp | 35.62%-7.5pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,170-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $14,250 | $3,986+257.5% | $5,012+184.3% | $4,297+231.6% |
| Admin fee / account holder | $2,829 | $8,434-66.5% | $11,039-74.4% | $6,935-59.2% |