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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 | $78,197-48.3% | $98,090-58.8% | $82,637-51.1% |
| Participation rate | 92.0% | 77.5%+14.5pp | 81.5%+10.5pp | 68.1%+23.9pp |
| Annual return | 17.92% | 40.25%-22.3pp | 37.05%-19.1pp | 53.51%-35.6pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $6,786 | $6,636+2.3% | $7,845-13.5% | $4,126+64.5% |
| Admin fee / account holder | $8,237 | $14,832-44.5% | $11,815-30.3% | $7,339+12.2% |