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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 | $43,263 | $64,359-32.8% | $90,161-52.0% | $70,126-38.3% |
| Participation rate | 77.5% | 70.4%+7.1pp | 76.9%+0.6pp | 69.5%+8.0pp |
| Annual return | 20.05% | 28.13%-8.1pp | 34.89%-14.8pp | 73.15%-53.1pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,809 | $4,389-13.2% | $5,287-28.0% | $3,332+14.3% |
| Admin fee / account holder | $1,159 | $3,945-70.6% | $5,943-80.5% | $4,645-75.1% |