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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 | $126,261 | $86,919+45.3% | $102,457+23.2% | $80,911+56.0% |
| Participation rate | 80.9% | 72.4%+8.5pp | 76.5%+4.4pp | 67.6%+13.2pp |
| Annual return | 13.43% | 18.90%-5.5pp | 29.41%-16.0pp | 35.63%-22.2pp |
| Employer contribution / active EE | $2 | $2,368-99.9% | $3,022-99.9% | $2,756-99.9% |
| Participant deferral / active EE | $4,301 | $4,119+4.4% | $5,054-14.9% | $4,297+0.1% |
| Admin fee / account holder | $30,236 | $8,049+275.7% | $9,451+219.9% | $6,935+336.0% |