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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 | $67,380 | $45,087+49.4% | $69,483-3.0% | $72,976-7.7% |
| Participation rate | 81.8% | 68.5%+13.3pp | 74.6%+7.2pp | 69.5%+12.3pp |
| Annual return | 30.30% | 22.67%+7.6pp | 28.99%+1.3pp | 81.02%-50.7pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $9,344 | $2,603+259.0% | $3,537+164.2% | $3,608+159.0% |
| Admin fee / account holder | $10,086 | $3,057+230.0% | $3,841+162.6% | $5,124+96.8% |