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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 | $29,284 | $56,054-47.8% | $171,082-82.9% | $62,881-53.4% |
| Participation rate | 91.9% | 62.9%+29.0pp | 76.7%+15.2pp | 69.3%+22.6pp |
| Annual return | 6.47% | 22.52%-16.1pp | 32.56%-26.1pp | 20.14%-13.7pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,511 | $3,158+42.9% | $4,797-6.0% | $3,203+40.8% |
| Admin fee / account holder | $440 | $3,647-87.9% | $8,520-94.8% | $4,296-89.8% |