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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 | $12,059 | $45,079-73.3% | $69,461-82.6% | $72,983-83.5% |
| Participation rate | 83.3% | 68.5%+14.8pp | 74.6%+8.7pp | 69.5%+13.8pp |
| Annual return | 31.20% | 22.65%+8.5pp | 28.97%+2.2pp | 81.01%-49.8pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,730 | $2,603+4.9% | $3,536-22.8% | $3,608-24.3% |
| Admin fee / account holder | $896 | $3,056-70.7% | $3,840-76.7% | $5,124-82.5% |