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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 | $38,276 | $97,125-60.6% | $86,233-55.6% | $137,256-72.1% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.0%+21.9pp | 80.0%+10.9pp |
| Annual return | 19.07% | 74.19%-55.1pp | 61.39%-42.3pp | 220.34%-201.3pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,547 | $5,180+65.0% | $4,559+87.5% | $6,407+33.4% |
| Admin fee / account holder | $629 | $9,725-93.5% | $8,342-92.5% | $12,270-94.9% |