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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 | $27,273 | $81,262-66.4% | $155,602-82.5% | $80,911-66.3% |
| Participation rate | 89.5% | 66.2%+23.2pp | 78.2%+11.3pp | 67.6%+21.8pp |
| Annual return | 21.68% | 33.34%-11.7pp | 64.81%-43.1pp | 35.63%-14.0pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,625 | $3,451+63.0% | $5,629-0.1% | $4,297+30.9% |
| Admin fee / account holder | $968 | $7,992-87.9% | $15,923-93.9% | $6,935-86.0% |