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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 | $24,285 | $87,166-72.1% | $76,735-68.4% | $137,256-82.3% |
| Participation rate | 95.0% | 74.4%+20.6pp | 69.5%+25.5pp | 80.0%+15.0pp |
| Annual return | 15.66% | 26.50%-10.8pp | 29.77%-14.1pp | 220.34%-204.7pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,212 | $4,726+73.8% | $4,088+100.9% | $6,407+28.2% |
| Admin fee / account holder | $2,954 | $8,403-64.8% | $7,189-58.9% | $12,270-75.9% |