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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 | $37,963 | $81,262-53.3% | $155,602-75.6% | $80,911-53.1% |
| Participation rate | 82.1% | 66.2%+15.9pp | 78.2%+3.9pp | 67.6%+14.4pp |
| Annual return | 16.63% | 33.34%-16.7pp | 64.81%-48.2pp | 35.63%-19.0pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,457 | $3,451+29.1% | $5,629-20.8% | $4,297+3.7% |
| Admin fee / account holder | $666 | $7,992-91.7% | $15,923-95.8% | $6,935-90.4% |