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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 | $17,822 | $75,541-76.4% | $152,093-88.3% | $82,637-78.4% |
| Participation rate | 88.5% | 66.5%+21.9pp | 77.8%+10.7pp | 68.1%+20.4pp |
| Annual return | 15.49% | 32.56%-17.1pp | 66.36%-50.9pp | 53.51%-38.0pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,359 | $3,206+36.0% | $5,451-20.0% | $4,126+5.6% |
| Admin fee / account holder | $2,868 | $6,405-55.2% | $14,497-80.2% | $7,339-60.9% |