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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 | $23,611 | $106,864-77.9% | $147,318-84.0% | $82,637-71.4% |
| Participation rate | 96.0% | 75.5%+20.5pp | 82.1%+13.9pp | 68.1%+27.9pp |
| Annual return | 18.81% | 27.49%-8.7pp | 70.43%-51.6pp | 53.51%-34.7pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $8,751 | $6,496+34.7% | $7,906+10.7% | $4,126+112.1% |
| Admin fee / account holder | $471 | $8,415-94.4% | $13,708-96.6% | $7,339-93.6% |