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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 | $35,274 | $77,472-54.5% | $100,392-64.9% | $80,935-56.4% |
| Participation rate | 87.7% | 76.9%+10.8pp | 81.5%+6.2pp | 67.7%+20.1pp |
| Annual return | 21.55% | 37.26%-15.7pp | 49.45%-27.9pp | 35.66%-14.1pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,941-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $11,150 | $6,818+63.5% | $8,090+37.8% | $4,299+159.3% |
| Admin fee / account holder | $3,999 | $5,885-32.0% | $7,904-49.4% | $6,924-42.2% |