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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 | $21,874 | $99,875-78.1% | $146,866-85.1% | $86,983-74.9% |
| Participation rate | 94.1% | 75.8%+18.3pp | 82.5%+11.6pp | 69.5%+24.6pp |
| Annual return | 16.48% | 28.10%-11.6pp | 102.85%-86.4pp | 25.83%-9.4pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $11,339 | $6,322+79.4% | $7,759+46.1% | $4,194+170.4% |
| Admin fee / account holder | $10,617 | $7,838+35.5% | $13,620-22.0% | $7,856+35.2% |