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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 | $35,575 | $62,672-43.2% | $185,117-80.8% | $70,124-49.3% |
| Participation rate | 89.2% | 63.8%+25.4pp | 77.3%+11.9pp | 69.5%+19.6pp |
| Annual return | 18.55% | 40.79%-22.2pp | 40.50%-21.9pp | 73.14%-54.6pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,501 | $3,272+7.0% | $5,045-30.6% | $3,332+5.1% |
| Admin fee / account holder | $985 | $3,932-74.9% | $8,159-87.9% | $4,645-78.8% |