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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 | $55,512 | $72,027-22.9% | $185,835-70.1% | $79,852-30.5% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 19.86% | 23.13%-3.3pp | 35.96%-16.1pp | 31.72%-11.9pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,164 | $3,780+36.6% | $5,633-8.3% | $3,740+38.1% |
| Admin fee / account holder | $3,257 | $4,513-27.8% | $9,502-65.7% | $5,306-38.6% |