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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 | $53,513 | $126,661-57.8% | $113,397-52.8% | $138,895-61.5% |
| Participation rate | 85.7% | 79.4%+6.3pp | 76.5%+9.2pp | 79.9%+5.8pp |
| Annual return | 13.97% | 25.05%-11.1pp | 23.20%-9.2pp | 145.39%-131.4pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,491 | $5,693+14.0% | $5,076+27.9% | $6,396+1.5% |
| Admin fee / account holder | $8,019 | $14,549-44.9% | $11,957-32.9% | $12,562-36.2% |