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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 | $40,394 | $71,353-43.4% | $92,805-56.5% | $86,983-53.6% |
| Participation rate | 92.0% | 80.9%+11.1pp | 83.5%+8.5pp | 69.5%+22.5pp |
| Annual return | 17.92% | 44.68%-26.8pp | 31.59%-13.7pp | 25.83%-7.9pp |
| Employer contribution / active EE | $0 | $2,468-100.0% | $3,424-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $6,786 | $6,966-2.6% | $8,448-19.7% | $4,194+61.8% |
| Admin fee / account holder | $8,237 | $6,099+35.0% | $10,911-24.5% | $7,856+4.9% |