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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 | $93,343 | $54,541+71.1% | $78,778+18.5% | $70,126+33.1% |
| Participation rate | 89.1% | 60.8%+28.3pp | 69.2%+19.9pp | 69.5%+19.5pp |
| Annual return | 21.75% | 21.07%+0.7pp | 35.62%-13.9pp | 73.15%-51.4pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,832 | $2,210+73.4% | $2,958+29.5% | $3,332+15.0% |
| Admin fee / account holder | $2,028 | $3,709-45.3% | $5,134-60.5% | $4,645-56.4% |