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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 | $22,865 | $93,589-75.6% | $135,942-83.2% | $75,181-69.6% |
| Participation rate | 95.0% | 75.2%+19.8pp | 81.9%+13.1pp | 67.2%+27.8pp |
| Annual return | 34.69% | 30.90%+3.8pp | 68.28%-33.6pp | 160.69%-126.0pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $9,650 | $6,405+50.7% | $7,759+24.4% | $4,126+133.9% |
| Admin fee / account holder | $946 | $6,977-86.4% | $10,764-91.2% | $5,650-83.2% |