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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 | $34,870 | $106,864-67.4% | $147,318-76.3% | $82,637-57.8% |
| Participation rate | 86.2% | 75.5%+10.7pp | 82.1%+4.1pp | 68.1%+18.2pp |
| Annual return | 21.68% | 27.49%-5.8pp | 70.43%-48.8pp | 53.51%-31.8pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $13,496 | $6,496+107.8% | $7,906+70.7% | $4,126+227.1% |
| Admin fee / account holder | $11,317 | $8,415+34.5% | $13,708-17.4% | $7,339+54.2% |