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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 | $108,786 | $65,041+67.3% | $90,965+19.6% | $79,858+36.2% |
| Participation rate | 80.0% | 61.6%+18.4pp | 69.0%+11.0pp | 69.6%+10.4pp |
| Annual return | 11.18% | 30.45%-19.3pp | 134.57%-123.4pp | 31.72%-20.5pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,849 | $2,512+13.4% | $3,373-15.6% | $3,740-23.8% |
| Admin fee / account holder | $1,752 | $4,536-61.4% | $5,960-70.6% | $5,306-67.0% |