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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 | $42,188 | $78,520-46.3% | $96,576-56.3% | $82,448-48.8% |
| Participation rate | 83.3% | 77.7%+5.6pp | 81.4%+1.9pp | 68.1%+15.3pp |
| Annual return | 22.88% | 41.30%-18.4pp | 38.47%-15.6pp | 41.64%-18.8pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $11,883 | $6,754+75.9% | $7,956+49.4% | $4,139+187.1% |
| Admin fee / account holder | $2,211 | $13,455-83.6% | $11,381-80.6% | $7,234-69.4% |