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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 | $77,404 | $71,878+7.7% | $86,698-10.7% | $68,486+13.0% |
| Participation rate | 91.9% | 72.2%+19.6pp | 76.6%+15.3pp | 67.9%+24.0pp |
| Annual return | 1.81% | 3.53%-1.7pp | 35.95%-34.1pp | -7.85%+9.7pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,580 | $3,779-5.3% | $4,656-23.1% | $4,028-11.1% |
| Admin fee / account holder | $3,720 | $6,113-39.1% | $7,493-50.3% | $5,404-31.2% |