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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 | $34,403 | $81,262-57.7% | $155,602-77.9% | $80,911-57.5% |
| Participation rate | 98.0% | 66.2%+31.7pp | 78.2%+19.8pp | 67.6%+30.3pp |
| Annual return | 23.10% | 33.34%-10.2pp | 64.81%-41.7pp | 35.63%-12.5pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $12,800 | $3,451+270.9% | $5,629+127.4% | $4,297+197.9% |
| Admin fee / account holder | $1,518 | $7,992-81.0% | $15,923-90.5% | $6,935-78.1% |