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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 | $46,703 | $72,492-35.6% | $87,104-46.4% | $72,975-36.0% |
| Participation rate | 76.9% | 72.8%+4.1pp | 76.9%+0.1pp | 69.5%+7.4pp |
| Annual return | 23.19% | 24.46%-1.3pp | 28.19%-5.0pp | 81.01%-57.8pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,365 | $3,270+2.9% | $4,048-16.9% | $3,608-6.7% |
| Admin fee / account holder | $4,976 | $5,055-1.6% | $7,491-33.6% | $5,124-2.9% |