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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 | $28,762 | $78,520-63.4% | $96,576-70.2% | $82,448-65.1% |
| Participation rate | 76.2% | 77.7%-1.5pp | 81.4%-5.3pp | 68.1%+8.1pp |
| Annual return | 38.21% | 41.30%-3.1pp | 38.47%-0.3pp | 41.64%-3.4pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,927 | $6,754+17.4% | $7,956-0.4% | $4,139+91.5% |
| Admin fee / account holder | $2,956 | $13,455-78.0% | $11,381-74.0% | $7,234-59.1% |