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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 | $15,352 | $115,225-86.7% | $100,712-84.8% | $138,895-88.9% |
| Participation rate | 86.7% | 74.3%+12.3pp | 69.3%+17.4pp | 79.9%+6.7pp |
| Annual return | 15.12% | 40.35%-25.2pp | 33.27%-18.1pp | 145.39%-130.3pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,861 | $4,699+24.7% | $4,085+43.5% | $6,396-8.4% |
| Admin fee / account holder | $1,284 | $10,844-88.2% | $9,256-86.1% | $12,562-89.8% |