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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 | $34,243 | $71,353-52.0% | $92,805-63.1% | $86,983-60.6% |
| Participation rate | 90.6% | 80.9%+9.7pp | 83.5%+7.1pp | 69.5%+21.0pp |
| Annual return | 18.74% | 44.68%-25.9pp | 31.59%-12.9pp | 25.83%-7.1pp |
| Employer contribution / active EE | $0 | $2,468-100.0% | $3,424-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $8,266 | $6,966+18.7% | $8,448-2.1% | $4,194+97.1% |
| Admin fee / account holder | $10,598 | $6,099+73.8% | $10,911-2.9% | $7,856+34.9% |