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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 | $29,993 | $77,472-61.3% | $100,415-70.1% | $80,959-63.0% |
| Participation rate | 83.3% | 76.9%+6.4pp | 81.5%+1.8pp | 67.7%+15.7pp |
| Annual return | 19.80% | 37.26%-17.5pp | 49.47%-29.7pp | 35.67%-15.9pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $9,313 | $6,818+36.6% | $8,091+15.1% | $4,300+116.6% |
| Admin fee / account holder | $477 | $5,885-91.9% | $7,906-94.0% | $6,925-93.1% |