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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 | $82,194 | $70,435+16.7% | $96,575-14.9% | $85,856-4.3% |
| Participation rate | 72.4% | 61.8%+10.6pp | 69.8%+2.6pp | 69.3%+3.1pp |
| Annual return | 15.69% | 18.59%-2.9pp | 37.79%-22.1pp | 318.58%-302.9pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,469 | $2,894+19.9% | $3,849-9.9% | $3,952-12.2% |
| Admin fee / account holder | $677 | $4,997-86.4% | $6,182-89.0% | $6,261-89.2% |