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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 | $45,895 | $76,371-39.9% | $93,621-51.0% | $72,975-37.1% |
| Participation rate | 79.1% | 71.8%+7.3pp | 75.8%+3.2pp | 69.5%+9.6pp |
| Annual return | 21.05% | 25.82%-4.8pp | 32.76%-11.7pp | 81.01%-60.0pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,789 | $3,538+148.4% | $4,070+116.0% | $3,608+143.6% |
| Admin fee / account holder | $9,580 | $6,839+40.1% | $7,890+21.4% | $5,124+87.0% |