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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 | $28,444 | $55,684-48.9% | $75,900-62.5% | $72,976-61.0% |
| Participation rate | 72.2% | 61.1%+11.1pp | 69.3%+2.9pp | 69.5%+2.7pp |
| Annual return | 21.08% | 27.60%-6.5pp | 30.73%-9.6pp | 81.02%-59.9pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,501-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,661 | $2,634+1.0% | $3,604-26.1% | $3,608-26.2% |
| Admin fee / account holder | $3,259 | $3,981-18.1% | $5,421-39.9% | $5,124-36.4% |