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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 | $87,106-61.3% | $105,607-68.1% | $80,935-58.4% |
| Participation rate | 95.3% | 70.4%+24.9pp | 75.3%+20.0pp | 67.7%+27.7pp |
| Annual return | 28.10% | 17.01%+11.1pp | 116.11%-88.0pp | 35.66%-7.6pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $14,250 | $3,986+257.5% | $5,011+184.4% | $4,299+231.4% |
| Admin fee / account holder | $2,829 | $8,447-66.5% | $10,958-74.2% | $6,924-59.1% |