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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 | $15,967 | $103,164-84.5% | $90,259-82.3% | $154,746-89.7% |
| Participation rate | 85.0% | 76.1%+8.9pp | 70.7%+14.3pp | 80.7%+4.3pp |
| Annual return | 14.67% | 19.25%-4.6pp | 18.88%-4.2pp | 172.34%-157.7pp |
| Employer contribution / active EE | $0 | $2,532-100.0% | $2,291-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,308 | $4,422-25.2% | $3,827-13.5% | $6,730-50.8% |
| Admin fee / account holder | $547 | $8,593-93.6% | $7,267-92.5% | $14,365-96.2% |