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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 | $40,588 | $81,358-50.1% | $155,556-73.9% | $80,959-49.9% |
| Participation rate | 93.1% | 66.3%+26.8pp | 78.2%+14.9pp | 67.7%+25.4pp |
| Annual return | 12.46% | 33.39%-20.9pp | 64.84%-52.4pp | 35.67%-23.2pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $13,545 | $3,455+292.0% | $5,631+140.6% | $4,300+215.0% |
| Admin fee / account holder | $3,829 | $7,994-52.1% | $15,885-75.9% | $6,925-44.7% |