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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 | $58,161 | $65,685-11.5% | $57,181+1.7% | $273,968-78.8% |
| Participation rate | 84.6% | 78.3%+6.3pp | 75.3%+9.3pp | 83.0%+1.6pp |
| Annual return | 5.15% | 21.99%-16.8pp | 14.59%-9.4pp | 41.45%-36.3pp |
| Employer contribution / active EE | $0 | $3,279-100.0% | $2,682-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,690 | $3,781-2.4% | $3,096+19.2% | $5,287-30.2% |
| Admin fee / account holder | $1,946 | $4,835-59.7% | $3,139-38.0% | $10,132-80.8% |