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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 | $106,749-69.2% | $145,433-77.4% | $82,448-60.1% |
| Participation rate | 98.5% | 75.6%+22.8pp | 82.1%+16.3pp | 68.1%+30.4pp |
| Annual return | 28.69% | 27.59%+1.1pp | 66.58%-37.9pp | 41.64%-12.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $12,781 | $6,519+96.1% | $7,897+61.8% | $4,139+208.8% |
| Admin fee / account holder | $2,482 | $8,390-70.4% | $13,129-81.1% | $7,234-65.7% |