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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 | $59,419 | $106,864-44.4% | $147,318-59.7% | $82,637-28.1% |
| Participation rate | 85.0% | 75.5%+9.5pp | 82.1%+2.9pp | 68.1%+16.9pp |
| Annual return | 22.47% | 27.49%-5.0pp | 70.43%-48.0pp | 53.51%-31.0pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $13,388 | $6,496+106.1% | $7,906+69.3% | $4,126+224.5% |
| Admin fee / account holder | $4,768 | $8,415-43.3% | $13,708-65.2% | $7,339-35.0% |