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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 | $35,895 | $81,331-55.9% | $155,534-76.9% | $80,935-55.7% |
| Participation rate | 93.1% | 66.3%+26.9pp | 78.2%+14.9pp | 67.7%+25.4pp |
| Annual return | 16.61% | 33.37%-16.8pp | 64.92%-48.3pp | 35.66%-19.0pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,294 | $3,454+82.2% | $5,630+11.8% | $4,299+46.4% |
| Admin fee / account holder | $823 | $7,999-89.7% | $15,900-94.8% | $6,924-88.1% |