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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 | $103,375 | $71,197+45.2% | $93,669+10.4% | $80,925+27.7% |
| Participation rate | 74.1% | 60.4%+13.7pp | 68.7%+5.3pp | 67.7%+6.4pp |
| Annual return | 12.77% | 11.27%+1.5pp | 133.59%-120.8pp | 35.65%-22.9pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,812 | $4,036-30.3% | $4,416-36.3% | $4,299-34.6% |
| Admin fee / account holder | $1,714 | $6,959-75.4% | $8,291-79.3% | $6,940-75.3% |