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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 | $46,900 | $78,690-40.4% | $161,489-71.0% | $87,485-46.4% |
| Participation rate | 80.5% | 67.5%+13.1pp | 78.7%+1.8pp | 68.9%+11.6pp |
| Annual return | 16.89% | 32.74%-15.9pp | 89.72%-72.8pp | 26.06%-9.2pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,642 | $3,311+10.0% | $5,630-35.3% | $4,274-14.8% |
| Admin fee / account holder | $1,354 | $6,724-79.9% | $16,006-91.5% | $7,775-82.6% |