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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 | $67,604 | $126,661-46.6% | $113,397-40.4% | $138,895-51.3% |
| Participation rate | 94.4% | 79.4%+15.0pp | 76.5%+17.9pp | 79.9%+14.5pp |
| Annual return | 15.77% | 25.05%-9.3pp | 23.20%-7.4pp | 145.39%-129.6pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,608 | $5,693-54.2% | $5,076-48.6% | $6,396-59.2% |
| Admin fee / account holder | $4,136 | $14,549-71.6% | $11,957-65.4% | $12,562-67.1% |