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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 | $22,976 | $78,520-70.7% | $96,576-76.2% | $82,448-72.1% |
| Participation rate | 89.2% | 77.7%+11.5pp | 81.4%+7.7pp | 68.1%+21.1pp |
| Annual return | 35.63% | 41.30%-5.7pp | 38.47%-2.8pp | 41.64%-6.0pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $13,090 | $6,754+93.8% | $7,956+64.5% | $4,139+216.2% |
| Admin fee / account holder | $1,481 | $13,455-89.0% | $11,381-87.0% | $7,234-79.5% |