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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 | $37,277 | $78,520-52.5% | $96,576-61.4% | $82,448-54.8% |
| Participation rate | 87.5% | 77.7%+9.8pp | 81.4%+6.1pp | 68.1%+19.4pp |
| Annual return | 25.30% | 41.30%-16.0pp | 38.47%-13.2pp | 41.64%-16.3pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $14,778 | $6,754+118.8% | $7,956+85.7% | $4,139+257.0% |
| Admin fee / account holder | $11,764 | $13,455-12.6% | $11,381+3.4% | $7,234+62.6% |