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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 | $26,588 | $78,520-66.1% | $96,576-72.5% | $82,448-67.8% |
| Participation rate | 88.5% | 77.7%+10.7pp | 81.4%+7.0pp | 68.1%+20.4pp |
| Annual return | 27.61% | 41.30%-13.7pp | 38.47%-10.9pp | 41.64%-14.0pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $15,493 | $6,754+129.4% | $7,956+94.7% | $4,139+274.3% |
| Admin fee / account holder | $2,129 | $13,455-84.2% | $11,381-81.3% | $7,234-70.6% |