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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 | $61,251 | $99,875-38.7% | $146,866-58.3% | $86,983-29.6% |
| Participation rate | 83.3% | 75.8%+7.5pp | 82.5%+0.8pp | 69.5%+13.8pp |
| Annual return | 20.20% | 28.10%-7.9pp | 102.85%-82.7pp | 25.83%-5.6pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $19,671 | $6,322+211.1% | $7,759+153.5% | $4,194+369.0% |
| Admin fee / account holder | $4,002 | $7,838-48.9% | $13,620-70.6% | $7,856-49.1% |