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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 | $45,545 | $78,428-41.9% | $95,960-52.5% | $79,852-43.0% |
| Participation rate | 96.9% | 73.5%+23.4pp | 77.1%+19.8pp | 69.6%+27.2pp |
| Annual return | 13.27% | 19.37%-6.1pp | 91.63%-78.4pp | 31.72%-18.5pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,297 | $3,440+24.9% | $4,167+3.1% | $3,740+14.9% |
| Admin fee / account holder | $1,590 | $5,622-71.7% | $6,797-76.6% | $5,306-70.0% |