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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 | $22,440 | $78,520-71.4% | $96,576-76.8% | $82,448-72.8% |
| Participation rate | 79.3% | 77.7%+1.6pp | 81.4%-2.1pp | 68.1%+11.2pp |
| Annual return | 18.95% | 41.30%-22.4pp | 38.47%-19.5pp | 41.64%-22.7pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,793 | $6,754-29.0% | $7,956-39.8% | $4,139+15.8% |
| Admin fee / account holder | $1,486 | $13,455-89.0% | $11,381-86.9% | $7,234-79.5% |