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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 | $44,906 | $73,955-39.3% | $96,520-53.5% | $75,181-40.3% |
| Participation rate | 98.1% | 66.4%+31.7pp | 74.3%+23.8pp | 67.2%+30.9pp |
| Annual return | 17.49% | 26.72%-9.2pp | 35.72%-18.2pp | 160.69%-143.2pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,739-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,315 | $3,659+72.6% | $4,879+29.4% | $4,126+53.0% |
| Admin fee / account holder | $1,311 | $5,217-74.9% | $6,733-80.5% | $5,650-76.8% |