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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 | $78,520-56.4% | $96,576-64.5% | $82,448-58.5% |
| Participation rate | 90.6% | 77.7%+12.8pp | 81.4%+9.1pp | 68.1%+22.5pp |
| Annual return | 18.74% | 41.30%-22.6pp | 38.47%-19.7pp | 41.64%-22.9pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,266 | $6,754+22.4% | $7,956+3.9% | $4,139+99.7% |
| Admin fee / account holder | $10,598 | $13,455-21.2% | $11,381-6.9% | $7,234+46.5% |