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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 | $140,735 | $57,140+146.3% | $85,240+65.1% | $80,959+73.8% |
| Participation rate | 86.2% | 56.4%+29.8pp | 67.5%+18.7pp | 67.7%+18.5pp |
| Annual return | 13.34% | 21.71%-8.4pp | 66.75%-53.4pp | 35.67%-22.3pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,974 | $3,115-4.5% | $4,527-34.3% | $4,300-30.8% |
| Admin fee / account holder | $2,133 | $4,992-57.3% | $6,165-65.4% | $6,925-69.2% |