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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 | $180,568 | $58,493+208.7% | $84,021+114.9% | $72,975+147.4% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 38.57% | 28.93%+9.6pp | 71.32%-32.7pp | 81.01%-42.4pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,317 | $2,394-3.2% | $3,239-28.5% | $3,608-35.8% |
| Admin fee / account holder | $1,117 | $4,569-75.6% | $6,102-81.7% | $5,124-78.2% |