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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 | $27,844 | $73,787-62.3% | $98,716-71.8% | $82,448-66.2% |
| Participation rate | 90.6% | 61.4%+29.2pp | 69.3%+21.3pp | 68.1%+22.5pp |
| Annual return | 14.83% | 18.57%-3.7pp | 31.81%-17.0pp | 41.64%-26.8pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,778 | $3,081+22.6% | $4,048-6.7% | $4,139-8.7% |
| Admin fee / account holder | $761 | $6,500-88.3% | $8,703-91.3% | $7,234-89.5% |