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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 | $58,150 | $65,364-11.0% | $92,909-37.4% | $72,975-20.3% |
| Participation rate | 87.9% | 68.3%+19.6pp | 76.0%+11.9pp | 69.5%+18.4pp |
| Annual return | 18.99% | 42.11%-23.1pp | 109.44%-90.4pp | 81.01%-62.0pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,937 | $3,128+25.9% | $4,238-7.1% | $3,608+9.1% |
| Admin fee / account holder | $998 | $4,251-76.5% | $5,795-82.8% | $5,124-80.5% |