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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 | $32,926 | $106,864-69.2% | $147,318-77.6% | $82,637-60.2% |
| Participation rate | 98.5% | 75.5%+23.0pp | 82.1%+16.4pp | 68.1%+30.4pp |
| Annual return | 28.69% | 27.49%+1.2pp | 70.43%-41.7pp | 53.51%-24.8pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $12,781 | $6,496+96.8% | $7,906+61.7% | $4,126+209.8% |
| Admin fee / account holder | $2,482 | $8,415-70.5% | $13,708-81.9% | $7,339-66.2% |