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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 | $50,319 | $80,983-37.9% | $96,544-47.9% | $75,177-33.1% |
| Participation rate | 82.1% | 71.8%+10.4pp | 76.0%+6.2pp | 67.2%+14.9pp |
| Annual return | 16.53% | 27.05%-10.5pp | 25.88%-9.3pp | 160.75%-144.2pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,503 | $3,929-10.8% | $4,851-27.8% | $4,126-15.1% |
| Admin fee / account holder | $1,230 | $6,717-81.7% | $8,254-85.1% | $5,651-78.2% |