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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 | $43,830 | $115,911-62.2% | $100,530-56.4% | $158,950-72.4% |
| Participation rate | 90.0% | 81.6%+8.4pp | 79.4%+10.6pp | 82.0%+8.0pp |
| Annual return | 23.50% | 34.80%-11.3pp | 30.89%-7.4pp | 302.91%-279.4pp |
| Employer contribution / active EE | $0 | $4,104-100.0% | $3,418-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $11,098 | $6,676+66.2% | $6,271+77.0% | $5,983+85.5% |
| Admin fee / account holder | $10,585 | $10,999-3.8% | $8,083+31.0% | $11,248-5.9% |