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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 | $72,482 | $56,894+27.4% | $84,753-14.5% | $62,881+15.3% |
| Participation rate | 97.3% | 68.5%+28.8pp | 76.6%+20.7pp | 69.3%+28.0pp |
| Annual return | 7.55% | 6.30%+1.3pp | 22.78%-15.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,785 | $2,709+2.8% | $3,712-25.0% | $3,203-13.0% |
| Admin fee / account holder | $1,942 | $3,581-45.8% | $5,333-63.6% | $4,296-54.8% |