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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 | $59,234 | $104,251-43.2% | $91,004-34.9% | $147,586-59.9% |
| Participation rate | 87.0% | 78.2%+8.7pp | 75.6%+11.4pp | 82.8%+4.1pp |
| Annual return | 17.27% | 27.06%-9.8pp | 4.60%+12.7pp | 578.59%-561.3pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,367 | $4,195-19.7% | $3,548-5.1% | $5,439-38.1% |
| Admin fee / account holder | $2,971 | $8,948-66.8% | $5,417-45.2% | $10,886-72.7% |