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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 | $25,703 | $76,371-66.3% | $93,621-72.5% | $72,975-64.8% |
| Participation rate | 77.4% | 71.8%+5.7pp | 75.8%+1.6pp | 69.5%+7.9pp |
| Annual return | 16.93% | 25.82%-8.9pp | 32.76%-15.8pp | 81.01%-64.1pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,844 | $3,538-47.9% | $4,070-54.7% | $3,608-48.9% |
| Admin fee / account holder | $1,446 | $6,839-78.9% | $7,890-81.7% | $5,124-71.8% |