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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 | $36,076 | $106,864-66.2% | $147,318-75.5% | $82,637-56.3% |
| Participation rate | 85.5% | 75.5%+10.0pp | 82.1%+3.4pp | 68.1%+17.5pp |
| Annual return | 19.50% | 27.49%-8.0pp | 70.43%-50.9pp | 53.51%-34.0pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $11,908 | $6,496+83.3% | $7,906+50.6% | $4,126+188.6% |
| Admin fee / account holder | $2,541 | $8,415-69.8% | $13,708-81.5% | $7,339-65.4% |