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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 | $56,382 | $80,992-30.4% | $96,534-41.6% | $75,173-25.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 18.50% | 27.05%-8.5pp | 25.88%-7.4pp | 160.72%-142.2pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,110 | $3,929-46.3% | $4,851-56.5% | $4,126-48.9% |
| Admin fee / account holder | $6,305 | $6,717-6.1% | $8,253-23.6% | $5,651+11.6% |