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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 | $35,149 | $118,467-70.3% | $98,450-64.3% | $139,456-74.8% |
| Participation rate | 85.7% | 77.5%+8.3pp | 75.2%+10.5pp | 80.3%+5.4pp |
| Annual return | 15.83% | 18.95%-3.1pp | 21.16%-5.3pp | 373.45%-357.6pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $8,700 | $5,393+61.3% | $4,739+83.6% | $6,711+29.6% |
| Admin fee / account holder | $1,878 | $14,057-86.6% | $8,961-79.0% | $11,407-83.5% |