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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 | $19,074 | $126,661-84.9% | $113,397-83.2% | $138,895-86.3% |
| Participation rate | 73.7% | 79.4%-5.8pp | 76.5%-2.8pp | 79.9%-6.2pp |
| Annual return | 21.35% | 25.05%-3.7pp | 23.20%-1.8pp | 145.39%-124.0pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,988 | $5,693+22.8% | $5,076+37.7% | $6,396+9.3% |
| Admin fee / account holder | $322 | $14,549-97.8% | $11,957-97.3% | $12,562-97.4% |