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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 | $47,006 | $106,524-55.9% | $152,301-69.1% | $87,485-46.3% |
| Participation rate | 89.1% | 75.8%+13.4pp | 82.4%+6.7pp | 68.9%+20.2pp |
| Annual return | 15.60% | 26.89%-11.3pp | 80.50%-64.9pp | 26.06%-10.5pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,909 | $6,525-55.4% | $8,004-63.7% | $4,274-31.9% |
| Admin fee / account holder | $3,968 | $8,287-52.1% | $14,398-72.4% | $7,775-49.0% |